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BlockBeats cited industry sources as saying that SK SK hynix has begun groundwork for a semiconductor plant in northeastern Japan, though it remains unclear whether the project is wholly owned or a joint venture with Kioxia.
Bernstein said rising memory-chip costs could compress Apple's December quarter iPhone margin and lowered its EPS forecast from 3 USD to 2.87 USD, below market consensus expectations.
According to BlockBeats, citing CNBC reports, Michael Burry has increased his short positions in Micron, Nebius,SOXX and Palantir, believing the memory-chip shortage may ease within 2 the year.