2026-02-12 20:45:44
Cisco stock falls 12% as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)
https://www.cnbc.com/2026/02/12/cisco-stock-has-worst-day-since-2022-a…
Cisco stock falls 12% as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)
https://www.cnbc.com/2026/02/12/cisco-stock-has-worst-day-since-2022-a…
from my link log —
Finding and fixing Ghostty's largest memory leak.
https://mitchellh.com/writing/ghostty-memory-leak-fix
saved 2026-01-10 …
Volodymyr Zelenskyy honours disqualified skeleton racer with order of freedom | Winter Olympics 2026 | The Guardian
https://www.theguardian.com/sport/2026/feb/13/cas-dismisses-ukrainians-appeal-over-helmet-of-memory-disqualification
🧠 Decoded circuits reveal how brain cell networks stabilize memory formation
#brain
A post from the archive 📫:
How much memory does this object use?
#diagnostics …
Sources: Samsung raised the prices of some memory chips by 30%- 60% compared to September, amid shortages, adding to stress for companies building data centers (Reuters)
https://www.reuters.com/world/china/samsung-hikes-m…
For those who aren’t local / don’t have an encyclopedic memory of 2020:
Keith Ellison and the MN AG office are the folks who successfully prosecuted Derek Chauvin. They are a crack legal team who know how to win. I’m making no bets about the short or long term outcomes of this lawsuit — especially not with a radical right-wing SCOTUS completely off the rails — but I’m confident these are some of the very best people to be leading it.
The only advantage of the AI bubble is that when someone brings the "memory is cheap" cannon again, you can ask: "excuse me, but have you *seen* the prices?!"
Also, there should be a law that whenever you say "memory is cheap", you are obliged to buy and install the memory for all the participants. To prevent from abuse, let's limit it to doubling the memory (both RAM and disks) in all PCs of every participant.
from my link log —
The Arm64 memory tagging extension in Linux.
https://lwn.net/SubscriberLink/834289/a8f6c7c67ccca2c3/
saved 2020-10-19 https…
Hypothesis: Every sufficiently large, complex, or performance sensitive application will eventually end up with a custom memory pool or allocator of some sort.
With the emergence of more processors with 64 cores or more, I'm thinking more about whether it makes sense to implement a hypercube virtualised on a single chip with a single vector of memory, or as a literal hypercube of 64 (say) RP2350s. I understand the problems of transferring data across a hypercube, but I don't have a good feeling of how the bus contention on a multicore processor scales. What should I read?
A silent scenery in four acts...
(Selenium-toned[1] 4x6 salt print (still in final wash) plus previous work-in-progress stages... see alt text for details)
The picture/motif itself is one of my personal favorites and was taken 4 years ago in the Alpstein massif, when clouds were spontaneously forming around us, creating a wonderful light/scene/drama and a dear memory... now also as print which likely will/can outlast myself
[1] The tones will become more neutral once dry...…
The global market for memory chips, particularly DRAM and NAND Flash, is experiencing significant price increases, primarily attributed to the explosive demand from operators of AI, who are buying up these essential components in enormous quantities.
https://www.computing.co.uk/analysis/2025/
Just finished "On Starlit Shores" by Bex Glendining. It's a really excellent graphic novel about grief, memory, and a bit of magic. I love the way that it isn't an adventure, and how completely usual the queer relationships in it are. The art is stunning, and the palette is especially excellent and truly harmonizes with the narrative.
#AmReading #ReadingNow
Hyattsville residents protest ICE murder of Renee Nicole Good
https://streetcarsuburbs.news/hyattsville-residents-protest-ice-shooting-of-minneapolis-driver/
@… it’s important to know the difference between the federation type 6 and type 7 shuttlecraft https://memory-beta.fandom.com/wiki/Fe
Hits Guesser — Test your pop culture knowledge with 10 random matchups of U.K. number one singles that were the most popular songs in the U.K. for at least 4 weeks.
(based on an assertion that some No 1's massively fade from memory)
https://numberones.martinburch.com/
A post from the archive 📫:
Invalid Access to memory location in KUDU App Services
https://www.poppastring.com/blog/invalid-access-to-memory-location-in-kudu-app-services
Federal agencies ordered to patch Microsoft Desktop Windows Manager bug https://therecord.media/desktop-windows-manager-vulnerability-added-to-cisa-list
SK Hynix will invest ~$12.9B to build an advanced chip packaging plant in South Korea to meet rising memory chip demand, targeting completion by the end of 2027 (Reuters)
https://www.reuters.com/world/asia-pacific/sk-hynix…
The price of eggs has nothing on the price of computer memory right now.
Thanks to a supply crunch from the “AI” bubble,
RAM chips are the new gold,
with prices on consumer PC memory kits ballooning out of control.
In an object lesson in the ridiculousness of an economic bubble,
Samsung won’t even sell its memory to… Samsung
🦾 Robots you can wear like clothes: Automatic weaving of 'fabric muscle' brings commercialization closer
https://techxplore.com/news/2025-10-robots-automatic-fabric-muscle-commercialization.html
Finished "The Memory Collectors" by Dete Meserve.
A company has developed technology to transport your consciousness into your past, but only for one hour and without any precision as to when. Some go to see a lost loved one. Others to briefly escape the pain of future traumas.
Four strangers find themselves marooned on the same day and begin to discover a connection.
Strong start but devolves into an all too neat saccharine finish.
3/5 ⭐⭐⭐
🎮 Demonstrated in game scenarios:
🤖 Real-time game bot driving with natural language commands
🎯 Group memory for tactical evolution
📋 Dynamic plan generation based on environmental feedback
🔗 https://eu.36kr.com/en/p/3678583640810112
From various rumors and sources it appears that Open AI - a company organized under Delaware law but with HQ in California - is the cause of the tripling of computer memory prices and shortages.
Word is that Open AI bought up all of the large wafers from Samsung and Hynix that are used to make memory. The intention seems to be to corner the market in order to hobble Open AI's competition.
I am not an expert in either Federal or State laws on anti-competitive practices.
I had made an appointment with the car repair place, but I needed to cancel it. So I called there, and an AI answered. Transcript from memory.
AI: "How can I help you?"
Me: "I need to cancel my appointment on Thursday."
AI: "Sure, what is your name and the exact date of your appointment?"
Me: "Vrandečić. That's V-R-A—"
AI: "Thank you. Your appointment has been cancelled. Can I help you otherwise?"
Me: "…
Despite projections of memory shortages for PCs and phones, producers like Micron will proceed cautiously in adding new capacity, mindful of past downcycles (Dan Gallagher/Wall Street Journal)
https://www.wsj.c…
in der #verschlagwortung diese woche: "Appropriated memory: the creation of a German post-memorial literature" (https://katalogplus.uni-muenster.de/pe
#ReleaseThursday 🎉 Just pushed a new version of the https://thi.ng/column-store database and query engine which adds support for new column types (fixed-size n-dimensional int/uint/float vectors) and RLE (run-…
🥳 JavaScript Database (JSDB) version 6.1.4 released:
• Adds TypeScript type definitions
Been meaning to do this for a while and finally got round to it :)
https://codeberg.org/small-tech/jsdb#javascript-database-jsdb
Replaced article(s) found for math.OC. https://arxiv.org/list/math.OC/new
[1/1]:
- A robust BFGS algorithm for unconstrained nonlinear optimization problems
Yaguang Yang
https://arxiv.org/abs/1212.5929
- Quantum computing and the stable set problem
Alja\v{z} Krpan, Janez Povh, Dunja Pucher
https://arxiv.org/abs/2405.12845 https://mastoxiv.page/@arXiv_mathOC_bot/112483516437815686
- Mean Field Game with Reflected Jump Diffusion Dynamics: A Linear Programming Approach
Zongxia Liang, Xiang Yu, Keyu Zhang
https://arxiv.org/abs/2508.20388 https://mastoxiv.page/@arXiv_mathOC_bot/115111048711698998
- Differential Dynamic Programming for the Optimal Control Problem with an Ellipsoidal Target Set a...
Sungjun Eom, Gyunghoon Park
https://arxiv.org/abs/2509.07546 https://mastoxiv.page/@arXiv_mathOC_bot/115179281556444440
- On the Moreau envelope properties of weakly convex functions
Marien Renaud, Arthur Leclaire, Nicolas Papadakis
https://arxiv.org/abs/2509.13960 https://mastoxiv.page/@arXiv_mathOC_bot/115224514482363803
- Automated algorithm design via Nevanlinna-Pick interpolation
Ibrahim K. Ozaslan, Tryphon T. Georgiou, Mihailo R. Jovanovic
https://arxiv.org/abs/2509.21416 https://mastoxiv.page/@arXiv_mathOC_bot/115286533597711930
- Optimal Control of a Bioeconomic Crop-Energy System with Energy Reinvestment
Othman Cherkaoui Dekkaki
https://arxiv.org/abs/2510.11381 https://mastoxiv.page/@arXiv_mathOC_bot/115372322896073250
- Point Convergence Analysis of the Accelerated Gradient Method for Multiobjective Optimization: Co...
Yingdong Yin
https://arxiv.org/abs/2510.26382 https://mastoxiv.page/@arXiv_mathOC_bot/115468018035252078
- History-Aware Adaptive High-Order Tensor Regularization
Chang He, Bo Jiang, Yuntian Jiang, Chuwen Zhang, Shuzhong Zhang
https://arxiv.org/abs/2511.05788
- Equivalence of entropy solutions and gradient flows for pressureless 1D Euler systems
Jos\'e Antonio Carrillo, Sondre Tesdal Galtung
https://arxiv.org/abs/2312.04932 https://mastoxiv.page/@arXiv_mathAP_bot/111560077272113052
- Kernel Modelling of Fading Memory Systems
Yongkang Huo, Thomas Chaffey, Rodolphe Sepulchre
https://arxiv.org/abs/2403.11945 https://mastoxiv.page/@arXiv_eessSY_bot/112121123836064435
- The Maximum Theoretical Ground Speed of the Wheeled Vehicle
Altay Zhakatayev, Mukatai Nemerebayev
https://arxiv.org/abs/2502.15341 https://mastoxiv.page/@arXiv_physicsclassph_bot/114057765769441123
- Hessian stability and convergence rates for entropic and Sinkhorn potentials via semiconcavity
Giacomo Greco, Luca Tamanini
https://arxiv.org/abs/2504.11133 https://mastoxiv.page/@arXiv_mathPR_bot/114346453424694503
- Optimizing the ground state energy of the three-dimensional magnetic Dirichlet Laplacian with con...
Matthias Baur
https://arxiv.org/abs/2504.21597 https://mastoxiv.page/@arXiv_mathph_bot/114431404740241516
- A localized consensus-based sampling algorithm
Arne Bouillon, Alexander Bodard, Panagiotis Patrinos, Dirk Nuyens, Giovanni Samaey
https://arxiv.org/abs/2505.24861 https://mastoxiv.page/@arXiv_mathNA_bot/114612580684567066
- A Novel Sliced Fused Gromov-Wasserstein Distance
Moritz Piening, Robert Beinert
https://arxiv.org/abs/2508.02364 https://mastoxiv.page/@arXiv_csLG_bot/114976243138728278
- Minimal Regret Walras Equilibria for Combinatorial Markets via Duality, Integrality, and Sensitiv...
Alo\"is Duguet, Tobias Harks, Martin Schmidt, Julian Schwarz
https://arxiv.org/abs/2511.09021 https://mastoxiv.page/@arXiv_csGT_bot/115541243299714775
toXiv_bot_toot
RE: https://fediscience.org/@petergleick/116050500531704742
If memory serves me, the basis for CO2 regulation at the federal level was a lawsuit COMPELLING EPA to do so, under GWB.
If I’m not deluded, that means this is just a stalling tactic.
And another nice shader speedup. Not quite the massive boost of the vector frequency/phase filters, but it's next in line after them.
I'm gonna use this random-access LFSR trick on so many filters that work with scrambled data lol.
v0.1.1 (20M point memory depth)
* PRBS31 generation: 65 ms
* PRBS31 verification: 360 ms
Latest (20M point depth)
* PRBS31 generation: 3 ms (21.6x)
* PRBS31 verification: 1.7 ms (211x)
SMIC CEO Zhao Haijun says the industry is "a bit panicked" about memory shortages, and new supply may arrive in nine months; memory prices are up 80% in 2026 (Sherry Qin/Wall Street Journal)
https://www.wsj.com/tech/s…
from my link log —
Who owns the memory? Who calls free?
https://lukefleed.xyz/posts/who-owns-the-memory-pt2/
saved 2026-01-05 https://
📼 A unified model of memory and perception: How Hebbian learning explains our recall of past events
https://medicalxpress.com/news/2025-11-memory-perception-hebbian-recall-events.html
Managing agentic memory with Elasticsearch - Elasticsearch Labs
https://www.elastic.co/search-labs/blog/agentic-memory-management-elasticsearch
Who needs 32GB of system memory anyway? 🧐
I couldn't resist installing #CachyOS back on my main PC, on a separate SSD, alongside Windows. AMD is a first-class experience in Linux. I just downloaded The Alters, and FSR 4 simply works with my poor RX 7800 XT - without Optiscaler or any kind of manual DLL swaps.
The thing that Renee Good now knows, that Tortuguita knows, that Heather Heyer knows, that I only know because I glimpsed for a second, is that when you die fighting oppression you live forever in that memory of resistance. When we carve their names into a monument, along with all the other names of the murdered and disappeared, that will stand, perhaps, across from the statue of Willem in the park where the Northwest Detention Center once stood, they will always be reminders of what it looks like to sacrifice everything in order to be on the right side of history.
The names of those who resist live as ghosts, summoned by name to haunt future oppressors, summoned by name to awaken our own conscience to the call. Martyrs, whispered like the White Rose or yelled as a threat like John Brown, cannot die so long as any of us with a bit of spine carries even an ounce of humanity.
It is possible to die knowing you did the right thing, and I have felt it. There is an acceptance that is impossible to imagine without being there, without feeling it for yourself. You have nothing to fear in resisting, even if it ends you. But you will never forget the shame of doing nothing if you fail to.
Once again I will say, Fuck AI!
"Driven by explosive AI demand, memory prices are climbing at a pace the industry hasn’t seen in years. Compared with earlier this year, price increases now range from 120% to 200%."
#noAI
L-MEM-BAD, bad memory
VMS-F-PDGERS, pudding between the ears
I wanted to just share one story about a kid who spent a lot of time in the neighborhood where Renee Nicole Good died today. Prince got married at Park United Methodist just down the street from 34th & Portland; he went to high school at Central High a few blocks in the other direction over on 35th. Prince spoke several times about a particularly formative memory of growing up: During a march against police violence in 1967, the cops responded brutally, leading to uprisings all over the …
Lenovo reports Q3 revenue up 18% YoY to $22.2B on strong PC sales ahead of expected memory price hikes and rising AI server demand; net income fell 21% to $546M (Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-12/l…
Disentangling the functional roles of pre-stimulus oscillations in crossmodal associative memory formation via sensory entrainment https://www.nature.com/articles/s41598-025-33761-6#Sec7 "externally induced pre-stimulus alpha entrainment boosts audiovisual associative encod…
I rewrote a data analysis pipeline, moving it from #python to #julialang . I am now in love with the threading support in Julia.
The task is very parallelizable but each thread needs random read access to a tens-of-GB dataset. In Python (with multiprocessing, shared stores, etc) data bookkeeping was a nightmar…
Fuck. I was wondering what was going on with my computer since it was so slow, but I assumed it was topaz AI working in the background. Then I got this alert.
Had just updated the BRAW Toolbox plug-in, and when I ran activity monitor I watched that plug-in go from single digit gigabytes of memory to over 80. Meanwhile I was wondering what on earth was causing my MacBook Pro to literally /run down the battery/ while plugged into mains power...
Seems that plugin is dodgy...
Because the painting ☝️is good and the picture came out well, my wife and I printed a 20cmx30cm copy of the picture, put it flush in a borderless glass frame (reminiscent of the door the painting was on), and gave it to the child. Hopefully it will be a warm childhood memory for a (very) long time. 🤞
Been starting a habit of writing down story/game ideas as I have them even though most of them will never seriously get started, let alone finished. It's been fun since writing things down gives me a chance to think them through a bit more than just pondering them in my head. Anyways, here's a #GameDesign idea:
"Grand" - is a "reverse metroidvania" in which as a grandparent, you slowly lose movement options as the story progresses, requiring more and more convoluted routes through the map to reach the same areas. You do still explore "new" areas in memory mode (and unlock movement options like a bike in your memories) before traversing the areas again in the diegetic present. The story follows your quest to protect a grandchild from the machinations of a Kafkaesque state, first trying to track them down within the system and then trying to get them released. Each "boss" is "fought" through an abstracted conversation system where memories, keepsakes, and various kinds of emotional/logical appeals wear down your opponent's nihilism and/or fear until they're willing to help you. Normal "enemies" are just people on the street who might bump into you and drain some of your stamina as you pass by if you don't issue a properly-timed "excuse me" or the like.
IDC: in Q4 2025, global PC shipments rose nearly 10% YoY to 76.4M units, helped by Windows 10 end-of-support and OEMs pulling forward inventory amid tariffs (Tom Warren/The Verge)
https://www.theverge.com/news/861124/pc-market-growth-q4-2025-idc
from my link log —
Who owns the memory? How big is your type?
https://lukefleed.xyz/posts/who-owns-the-memory-pt3/
saved 2026-01-05 https://
Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., and forecasts Q2 revenue above estimates; AMAT jumps 12% after hours (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-12/appli…
A post from the archive 📫:
Using Visual Studio to search objects in a memory dump
https://www.poppastring.com/blog/using-visual-studio-to-search-objects-in-a-memory-dump
from my link log —
Who owns the memory? What is an object?
https://lukefleed.xyz/posts/who-owns-the-memory-pt1/
saved 2026-01-05 https://<…
"Digitizing Intangible Culture, Identity and Memory: Eurotales, a Museum of the Voices of Europe"
#language
😎 Memory justifications remain surprisingly stable even as memories fade over time, study shows
https://medicalxpress.com/news/2026-01-memory-justifications-stable-memories.html
The world is heading towards its most severe memory chip shortage in decades, with the explosive growth of datacentres set to squeeze supplies for everything from smartphones and cars to household appliances.
https://www.computing.co.uk/news/2026/data
from my link log —
Mesh: a compacting memory allocator for C/C .
https://github.com/plasma-umass/Mesh
saved 2020-08-22 https://dotat.at/:/NQV9V.ht…
Thinking about a potential performance improvement for overlapping compute and transfer operations in ngscopeclient.
Right now, if you use a ThunderScope (ignoring unified memory platforms where the issue is moot) when a new waveform shows up we write it into CPU side pinned memory.
Then we vkCopyBuffer it into local memory, barrier on that transfer, and run the ConvertNBitSamples shader to convert the raw adc codes to float32.
The problem is, this burns scratch buffer spac…
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)
https://asia.nikkei.com/spotlight/supply-chain/h…
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/20
🔀 Molecular switch links early-life stimulation to lasting memory changes
#molbio
A profile of China's CXMT, whose $4.2B IPO goal would rank among the century's biggest chip debuts, as the state-backed company faces US and South Korean curbs (Wall Street Journal)
https://www.wsj.com/tech/the-chinese-company-t…
There's still room to tune - shallow memory throughput is definitely suboptimal due to latency issues I need to chase - but with deep memory ngscopeclient ThunderScope is getting some pretty impressive performance.
2 channels @ 50M point memory depth (100M points per trigger) streaming at 7.5 WFM/s over LAN from across the building through a router. 40Gbase-SR4 from client to core switch and from core switch to router, then back to core switch, then 10Gbase-SR to the machine host…
Sources: Dell alerts customers to 15-20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026 (TrendForce)
https://www.trendforce.com/news/2025/12/05
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (The Information)
https://www.theinformation.com/articles/nvidia-delay-new-gaming-chi…
Global smartphone shipments rose 2% YoY in 2025, with Apple capturing the top position at a 20% share and 10% YoY growth, ahead of Samsung's 19% market share (Counterpoint Research)
https://counterpointresearch.com/en/insights/global-sm…
Google debuts Titans, an architecture combining RNN speed with transformer performance for real-time learning, able to scale effectively to a 2M context window (Google Research)
https://research.google/blog/titans-miras-helping-ai-have-long-term-memory/
from my link log —
stressapptest / Stressful Application Test: a userspace memory and IO test.
https://github.com/stressapptest/stressapptest
saved 2026-01-30
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a $438B market cap amid the global HBM shortage (Daniel Tudor/Financial Times)
https://www.ft.com/content/3cb37eb1-97e8-44d9-9fa4-ef2a5649da8e
Samsung expects Q4 operating profit up 208% YoY to ~$13.8B, vs. ~$12.3B est., and revenue up 23% to ~$64.2B, as demand for AI servers lifted memory chip prices (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/20…
Samsung says it expects memory chip supply shortages to raise prices across the electronics industry, including potentially among its own consumer products (Bloomberg)
https://www.bloomberg.com/news/articles/2026-01-07/samsung…
Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028 (Ryo Mukano/Nikkei Asia)
https://asia.nikkei.com/business/tech/s…
Micron says it will exit its Crucial consumer business, as it doubles down on advanced memory chips used in AI data centers amid a global supply shortage (Arsheeya Bajwa/Reuters)
https://www.reuters.com/business/micron-exit-crucial-consumer-memory-bu…
Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (Kim Jaewon/Nikkei Asia)
https://asia.nikkei.com/business/tech/
Nintendo's shares slid as much as 4.7% on December 10 to their lowest level since May, amid concerns that rising memory chip prices will erode its profit (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-10/ninten…
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200% to ~$14.06B, driven by memory chip price surge and HBM demand (Dylan Butts/CNBC)
https://www.cnbc.com/2026/01/29/samsung-record-q4-2025-profit-…
Framework says it is raising DDR5 RAM prices to charge $10 per GB, after a price hike earlier in December due to "substantially higher costs" amid the AI boom (Emma Roth/The Verge)
https://www.theverge.com/news/850376/framework-ram-memory-ddr5-price-hikes…
Micron plans to invest $24B over the next decade to build a 700,000 square foot memory chip facility in Singapore, with wafer output starting in H2 2028 (Reuters)
https://asia.nikkei.com/business/tech/semiconductors/micron-plans-24b…
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9% after hours (Reuters)
https://www.reuters.com/world/china/qualcomm…
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (Ryo Mukano/Nikkei Asia)
https://asia.nikkei.com/business/tech/sem…
SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (Dylan Butts/CNBC)
https://www.cnbc.com/2026/01/29/sk-hynix-beats-samsung-2025-profit-ai-memor…
Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost "sold out" due to AI demand (Nikkei Asia)
https://asia.nikkei.com/business/technolog…
Micron reports Q1 revenue up 57% YoY to $13.64B, vs. $12.84B est., net income up 180% to $5.24B, and Q2 revenue forecast above est.; MU jumps 5% after hours (Kif Leswing/CNBC)
https://www.cnbc.com/2025/12/17/micron-q1-earnings-forecast-memory-demand-ai.html…
Global smartphone shipments in 2026 are set to shrink 2.1% due to rising memory costs, led by Chinese OEMs; DRAM price surges are set to raise costs by 10%-15% (Counterpoint Research)
https://counterpointresearch.com/en/in
SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (Dylan Butts/CNBC)
https://www.cnbc.com/2026/01/28/sk-hynix-smashes-…
AWS announces new features for its AI agent platform Bedrock AgentCore, including new tools for managing AI agent boundaries and memory capabilities (Rebecca Szkutak/TechCrunch)
https://techcrunch.com/2025/12/02/aws-announces-new-capabilities-for-it…