@Techmeme@techhub.socialHow the global memory chip crunch, driven by AI demand, is hurting China's car industry, squeezing automakers already hit by a price war and razor-thin margins (Nikkei Asia)
https://asia.nikkei.com/business/automobiles/from-by…
@fanf@mendeddrum.orgfrom my link log —
32 MiB working set on a 64 GiB machine.
https://randomascii.wordpress.com/2023/10/01/32-mib-working-sets-on-a-64-gib-machine/
saved 2023-10-02
@simon_brooke@mastodon.scot"I still remember my two friends from school, Yaqeen and Qamar. They were not just classmates; they were a beautiful part of my childhood. We spent our days together — playing in the schoolyard, laughing over the smallest things, and sharing secrets that we believed would stay with us forever... I carry the memory of them in my heart. I carry their voices, their smiles, and the dreams they never had the chance to fulfill." -- @…
@mlawton@mstdn.socialIf you haven't seen it, the video tribute for Kevin Keegan from the club is beautifully done. It will stir something in your soul.
https://www.liverpoolfc.com/news/watch-special-tribute-memory-kevin-keegan
@ErikUden@mastodon.deOh my god bruh
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #MorningShow
Leonard Cohen:
🎵 Like a Bird (Bird on the Wire)
#LeonardCohen
https://matthewschneeman.bandcamp.com/track/what-my-memory-of-leonard-cohens-bird-on-a-wire-sounds-like-though-isnt-really-that-similar
@daniel@social.telemetrydeck.comSwitched from redis to in memory caching and now it works, but V3 Async Queries depend on redis. But those have been deprecated for a year or so...
@luca@social.luca.runI'm moving my followers from @… to this account because I wasn't active there for too long and the account got frozen. I didn't even know that that was a thing. I could appeal it, but don't want to. I will keep a fond memory of that place.
@datascience@genomic.socialPolars is a lightning fast DataFrame library/in-memory query engine with parallel execution and cache efficiency. And now you can use is with the tidyverse syntax: #rstats
@grumpybozo@toad.socialThere are now college students who have no memory of a time before the US had a Black President.
That’s a bit disconcerting. They are going to misunderstand SO MUCH.
@Mediagazer@mstdn.socialUK PM Andy Burnham keeping Lisa Nandy on as culture secretary renews pressure over potential streaming license fees and puts the WBD deal back in the spotlight (Max Goldbart/Deadline)
https://deadline.com/2026/07/lisa-nandy-big-decisions-…
@seeingwithsound@mas.toEXPRESS: Blurring of visual images facilitates the effect of semantically congruent sounds on visual memory performance https://journals.sagepub.com/doi/10.1177/17470218261473600 Does this also apply to and have implications for visual-to-auditory sensory substitution?
@grahamperrin@bsd.cafe@… thanks.
Weird, I have a crystal-clear memory of microblog posts appearing in normal Google search results for a while, following an announcement of an agreement, and at the time I almost certainly used identi.ca (I wasn't aware of any other interesting alternative to Twitter).
Buzz means nothing to me. Doesn't ring any bell.
@Techmeme@techhub.socialRising DRAM prices are driving "forced premiumization" in the smartphone market in India and Africa, as consumers in the sub-$200 segment risk being priced out (David Oks)
https://davidoks.blog/p/ai-is-killing-the-cheap-smartphone
@fanf@mendeddrum.orgfrom my link log —
Examining ARM vs x86 memory models with Rust.
https://www.nickwilcox.com/blog/arm_vs_x86_memory_model/
saved 2020-06-27 ht…
@toxi@mastodon.thi.ng#ReleaseDay https://thi.ng/column-store is an in-memory database with customizable column types, extensible query engine, bitfield indexing for query acceleration, JSON serialization with optional RLE compression.
@markhburton@mstdn.socialA bit of a trip down memory lane. Early British Ecology organisation, the Conservation Society. herring-7-4.pdf https://www.environmentandsociety.org/sites/default/files/key_docs/herring-7-4.pdf
herring-7-4.pdf
@chris@mstdn.chrisalemany.caHappy Vyshyvanka Day, Ukraine!
Zelensky: For centuries, we have been fascinated by its pattern, but now it is our turn to create it ourselves – with our lives, our struggles, with each new step.
Ukrainians embroider it with their own hands every day, defending what is dear to them. Rebuilding what has been destroyed. Healing wounds. Teaching children and when they learn themselves. We preserve memory and build the future.
Happy Vyshyvanka Day, Ukraine! With the fate that we embroider independently!
#Ukraine #RussiaUkraineWar
@simon_brooke@mastodon.scot@…
Your latest blog post is up now, here:
https://www.journeyman.cc/layan/posts-output/2026-07-23-Two-empty-chairs/…
@Techmeme@techhub.socialSamsung's bonus deal is fueling employee resentment over a 100x payout gap between memory division staff and those making smartphones, TVs, and home appliances (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/20
@callunavulgaris@mastodon.scotPlease enjoy these perfect irises. My mum loved them so it feels fitting that they're putting on a show in her memory. #bloomscrolling
@relcfp@mastodon.socialDecolonial Imaginations in Indian Writings in English: Indigenous Knowledge, Memory, and Resistance
https://ift.tt/2f1rKQw
updated: Friday, May 22, 2026 - 8:16amfull name / name of organization: Guru Ghasidas…
via Input 4 RELCFP
@macandi@social.heise.deNeue Chatbot-Siri: Apple setzt auf Datenschutz
Dialoge, die sich selbst löschen – und eine eingeschränkte Memory-Funktion: Apple will sich in Sachen KI-Privatsphäre mit iOS 27 vorne platzieren.
https://www.
@thomasfuchs@hachyderm.ioNewest victim of the AI hype: 20-year old DDR2 memory
https://www.tomshardware.com/pc-components/dram/ddr2-memory-prices-jump-up-to-60-percent
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #SundaySoul
Minnie Riperton:
🎵 Memory Lane
#MinnieRiperton
https://djjuwan.bandcamp.com/track/memory-lane-minnie-riperton-dj-juwan-dj-chris-j
https://open.spotify.com/track/3Hl3TSGhhpSHfZcgi9CKpT
@fanf@mendeddrum.orgfrom my link log —
VBR: version based reclamation.
https://arxiv.org/abs/2107.13843
saved 2022-12-26 https://dotat.at/:/IVLGG.html
@johl@mastodon.xyzMocking the memory of a citizens’ uprising for democracy during a military dictatorship isn’t the best marketing strategy, Starbucks Korea finds out
https://www.nytimes.com/2026/05/19/world/a
@Techmeme@techhub.socialSK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off (Reuters)
https://www.reuters.com/world/asia-pacific
@sergiofdezsaez@masto.esHace un año me compré unas Skechers con Memory Foam porque me las habían puesto por las nubes por esto, lo otro y lo de mšs allš y que si tranca palanca.
Ahora, un año después, puedo deciros con total confianza, que si alguien con unas Skechers os recomienda unas alabando sus virtudes y blablabla... asintšis con la cabeza, le deis la razón y os compréis unas Asics Gel-Quantum o Gel-Kayano.
@jamesthebard@social.linux.pizzaI may be unemployed, but I also had a Superstation One delivered today which was a very nice surprise. Gotta say it's absolutely beautiful and has about every analog output imaginable. Setup wasn't too horrible, but definitely had to grab the microSD card image and reflash the card before I got things working properly.
Overall though I like the device. I might stream a game later and see what this thing can do overall.
@frankel@mastodon.topAndrej Karpathy, Google and Garry Tan agree #Markdown is the answer, but they’re not solving the same problem
https://thenewstack.io/markdown-agent-memory-moat/
@cdarwin@c.imThe deal between Donald Trump and his own administration appears corrupt but straightforward:
The president withdrew his deeply foolish $10 billion civil suit against the Internal Revenue Service,
and in exchange, he and his team will put
$1.776 billion of taxpayer money into a “fund” that is expected to benefit the Republican’s allies.
These basic contours of the agreement, widely panned as a “slush fund” by Democrats and legal experts,
were evident not only i…
@fanf@mendeddrum.orgfrom my link log —
ECC and DDR5 RAM.
https://etbe.coker.com.au/2026/07/19/ecc-ddr5/
saved 2026-07-22 https://dotat.at/:/5D32P.htm…
@Techmeme@techhub.socialAI inference chip startup Etched raised a $300M Series C led by Sequoia, with a16z, SK Hynix, others participating, at a $10.3B valuation, up from $5B in Dec. (Julie Bort/TechCrunch)
https://techcrunch.com/2026/07/23/ai-c…
@arXiv_csPL_bot@mastoxiv.pageFormal Verification of an Out-of-Order Multiprocessor against an In-Order Weak-Memory ISA
Janggun Lee, Jeehoon Kang
https://arxiv.org/abs/2607.18727 https://arxiv.org/pdf/2607.18727 https://arxiv.org/html/2607.18727
arXiv:2607.18727v1 Announce Type: new
Abstract: Out-of-order multiprocessor is a critical piece of modern hardware, and their verification must solve the following challenges. First, inter-core interleaving, in which the order their reads and writes reach shared memory is unrestricted. Second, intra-core out-of-order execution, in which instructions fire out of program order. The combination of the two yields weak outcomes, which no sequential execution explains, and modern ISA allows such behaviors to account for them. However, the microarchitecture even exhibits excess out-of-order executions, temporarily entering states forbidden by the ISA. While discarded later, such states complicate reasoning about the core in full-system verification. Prior works verify a range of processor designs, while none have performed unbounded verification for out-of-order multiprocessor exhibiting such weak outcomes.
We present the first formal verification of an out-of-order multiprocessor against an in-order, weak-memory ISA. Our key idea is a well-designed core specification, which captures the essence of excess executions in a single list of instructions. Building upon this, we decompose the proof into two steps. The first is a core refinement, proving a core implementation against this specification, abstracting away every microarchitectural state except those necessary to reason about excess executions and the core interface. The second is a system inclusion, serializing the out-of-order memory executions and inter-core interleaving into the ISA, easily removing excess executions thanks to the core specification. All of our proofs are mechanized in Rocq, heavily utilizing large language model (LLM) agents to write proofs automatically.
toXiv_bot_toot
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #Expansions
missing project:
🎵 Poisson D’Avril (Da’ Future Given a Deep Soul mix)
#missingproject
https://music-from-memory.bandcamp.com/track/missing-project-poisson-davril-galaxy-dub
https://open.spotify.com/track/0GCzWPpqnXqQ2THTB1eEM0
@poppastring@dotnet.socialMemory V re-creates the Memorymoog without the massive headaches or price tag https://www.theverge.com/entertainment/937054/arturia-memory-v-memorymoog-synthesizer
@servelan@newsie.socialScientists Discover How Coffee Impacts Memory, Mood, and Gut Health
https://scitechdaily.com/scientists-discover-how-coffee-impacts-memory-mood-and-gut-health/
@grahamperrin@bsd.cafe@… I enjoyed a killing on Kubuntu 26.04 a day or so ago.
IIRC free memory and swap were nearly exhausted (unrelated to ARC) due to VirtualBox throwing a wobbly with a FreeBSD guest, following a disrupted connection to an old mobile hard disk drive on USB, which I use (with OpenZFS) to store the virtual hard disks for many of my test machines.
I feared…
@aral@mastodon.ar.al🥳 JSDB¹ 7.1.0 release
Added:
• `JSTable.CHANGE` event. Fires when a value is changed (set) in memory. Guaranteed to fire before the `JSTable.PERSIST` event.
Full change log: https://codeberg.org/small-tech/jsdb/src/branch/main/CHANGELOG.md
To in…
@patrickquin@furry.engineerLooking more and more like discontinuing the Valve Index in favor of the #SteamFrame will prove to be a mistake https://videocardz.com/newz/valve-warn
@thomasfuchs@hachyderm.ioFound this on an old memory card (not my setup) and I'm having 28-year delayed cable management anxiety
@seeingwithsound@mas.toAudiovisual stimulation using wearable shutter glasses robustly evokes 40 Hz neuronal activity but does not modulate associative memory https://www.biorxiv.org/content/10.64898/2026.07.09.737418v1
@publicvoit@graz.social#Microsoft #Edge Stores All Saved #Passwords in Cleartext Process Memory at Launch
@jonippolito@digipres.clubChatbots and AI summaries are making access to content increasingly personalized. But what if AI rewrites websites themselves to match your biases? My latest artwork explores what that shift could mean for public knowledge and cultural memory
https://blog.still-water.net/what-you-think-…
@Techmeme@techhub.socialSK Group Chair Chey Tae-won says the memory shortage has prompted governments to intervene for domestic industries, and SK Hynix must expand capacity faster (Moon Joon-hyun/The Korea Herald)
https://www.koreaherald.com/article/10812835
@arXiv_qbioNC_bot@mastoxiv.pageMultisensory learning recruits visual neurons into an olfactory memory engram
Zeynep Okray, Nils Otto, Anna A. Cook, Clifford Talbot, Ashwin Miriyala, Mart\'in Klappenbach, Ciara Stern, Kieran Desmond, Paola Vargas-Gutierrez, Scott Waddell
https://arxiv.org/abs/2604.28007 https://arxiv.org/pdf/2604.28007 https://arxiv.org/html/2604.28007
arXiv:2604.28007v1 Announce Type: new
Abstract: Associating multiple sensory cues with a single experience or object is a fundamental process that improves object recognition and memory performance. However, neural mechanisms that bind sensory features during learning and augment memory expression are unknown. Here we demonstrate multisensory appetitive and aversive memory in Drosophila. Combining colours and odours improved memory performance, even when each sensory modality was tested alone. Temporal control of neuronal function revealed visually-selective mushroom body Kenyon Cells (KCs) to be required for enhancement of visual and olfactory memory recall after multisensory training. Synapse-level connectomics suggests that valence-relevant dopaminergic reinforcement could permit the KC-spanning serotonergic DPM neurons to bridge between previously modality-selective KC streams. Consistent with this model, DPM transmission is uniquely required during multisensory memory formation and for enhanced expression of olfactory memory afterwards. In addition, signalling via the DopR1 dopamine receptor is required in APL neurons, suggesting that reinforcing dopamine could locally release GABA-ergic inhibition to permit bridging microcircuits to function. Cross-modal binding thereby expands the KCs representing the olfactory memory engram into those representing the colour. We propose that broadening of the engram improves memory performance after multisensory learning and permits a single sensory feature to retrieve the memory of the multimodal experience.
toXiv_bot_toot
@datascience@genomic.socialSharing big R objects across processes shouldn’t mean copying them over and over.
mori uses shared memory ALTREP to give you zero-copy access—multiple processes, one underlying object.
Fast, memory-efficient, and built for modern parallel workflows.
👉 https://shikokuchuo.net/mori/
@hex@kolektiva.socialThe thesis I was reading spent the majority of it's time focused on John Boyd's OODA loop as a tool for critical analysis in high pressure or constrained situations. Table top exercises could also benefit from using these steps to slow down the thought process, expose what's actually happening, and sharpen these tools.
So each step could start by observing (which is generally what the GM will tell you, but you may ask additional questions to refine observational thinking). What do you look for in any given situation? How do you gather data? What sources do you use?
Next you would orient. Talk through this out loud. What does that data mean? How this fit what you already know, or does it challenge your assumptions? Are you observing something related to a previous action? What does that tell you about your previous action or actions? How do you turn the data you observed into intelligence you can act on? How do your observations narrow the options for the next possible action?
Then you decide your action. But you're not simply deciding, you're coming up with a hypothesis that your action will test. Anything you do is an opportunity to learn something about the world, about your situation, about the accuracy of the model you're using to make decisions. What belief does your next action imply? How will you know if that action was correct or incorrect? What observations would challenge your hypothesis? What observations would confirm it? Are those mutually exclusive, or are there additional observations or actions you must make to clarify things?
Then act. Finish your turn by choosing your action or actions (individually or collectively). Perhaps take a moment to write down notes, like what your observations, your hypothesis, and if you think your previous hypothesis was confirmed or refuted. You can review these all later to refine your thinking.
By exploring these ideas in a safe environment, you can train your brain to run through the process at high speed when under pressure. This helps you avoid panic. It's a lot like slowly practicing marshal arts moves until they become muscle memory, which then just happen without thought when needed.
@Techmeme@techhub.socialSources: PC makers, including HP, are in talks with their supply-chain partners about using CXMT's memory chips in products bound for Asia as DRAM prices soar (Wall Street Journal)
https://www.wsj.com/tech/why-the-memory-cr
@cdarwin@c.imIn the era of the RAMageddon, even a Raspberry Pi will cost you a couple hundred bucks.
But you know, you don't even need something that powerful for an ad- blocking DNS filter.
In fact, you can use a $5 microcontroller to build a fully functional ad-blocking filter with over 500,000 domains blocked and around 10ms latency.
We know that's possible because Egyptian full-stack developer ZedAxis (@M-Abozaid on GitHub) has already built one.
Using an ESP32-C3 &qu…
@Techmeme@techhub.socialSeagate shares drop 9% , leading a group-wide sell-off after comments from its CEO raised concerns it won't be able to meet demand fueled by the AI buildout (CJ Haddad/CNBC)
https://www.cnbc.com/2026/05/18/seagate-memory-chip-stocks-ai.html
@grahamperrin@bsd.cafeYugabyte bets on open-source memory infrastructure for AI agents
<https://www.forkable.io/p/yugabyte-bets-on-open-source-memory> (Paul Sawers, 2026-05-12)
＂… I check in with Karthik Ranganathan, CEO and co-founder of Yugabyte, an open-source database com…
@aral@mastodon.ar.alRE: https://mastodon.ie/@andrewg/116928127037360734
“Affordable entry-level computers may ‘disappear by 2028’ according to one forecast. And the memory shortage is expected to continue for years.”
So I guess we’ll just have to rent our computing from… *c…
@simon_brooke@mastodon.scot@…
I have added your post 'The Price of Memory' to your blog. Do you think it is now time to start publicising this?
Best wishes
Simon
https://www.
@relcfp@mastodon.socialMEMORY, MELANCHOLY AND NOSTALGIA - 11th International Interdisciplinary Conference
https://ift.tt/sJCMG0o
updated: Saturday, July 18, 2026 - 3:31pmfull name / name of organization: InMind Supportcontact…
via Input 4 RELCFP
@seeingwithsound@mas.toTop-down feedback can explain the existence of working memory traces in early visual cortex #NeuroAI
@fanf@mendeddrum.orgfrom my link log —
What science can tell us about C and C 's security.
https://alexgaynor.net/2020/may/27/science-on-memory-unsafety-and-security/
saved 2020-05-28
@Techmeme@techhub.socialChinese chipmaker CXMT reports Q1 revenue up 719% YoY to ~$7.5B, net profit up 1,688% to $3.6B, and says Omdia ranks it No. 4 in DRAM with a 7.67% global share (Cheng Ting-Fang/Nikkei Asia)
https://asia.nikkei.com/business/tech/
@cdarwin@c.imMore than half of Americans disapprove of how the Supreme Court is doing its job,
while 46 percent believe that the court is ruling on Trump’s policies based on ideology rather than the law,
according to a Washington Post-Ipsos poll.
The approval numbers, gathered this month, are among the court’s lowest in recent memory
and reflect an ongoing trend of Americans viewing the court’s decisions as partisan.
In the term that ended in June, the high court gave the …
@thomasfuchs@hachyderm.ioMaking a photo of an old camera with my phone and thinking “weird that so many of these had internal memory only and no storage medium”.
Then thinking, “wait a minute”.
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #MiddayShow
P.M. Dawn:
🎵 Set Adrift on Memory Bliss
#PMDawn
https://open.spotify.com/track/7vo0ILIm1He4wo30ikYBHh
@fanf@mendeddrum.orgfrom my link log —
Rust for Morello ARM CHERI: always-on memory safety, even in unsafe code.
https://drops.dagstuhl.de/storage/00lipics/lipics-vol263-ecoop2023/LIPIcs.ECOOP.2023.39/LIPIcs.ECOOP.2023.39.pdf
@fanf@mendeddrum.orgfrom my link log —
Linn Rekursiv: The computer at the bottom of a canal.
https://negroniventurestudios.com/2026/07/18/the-computer-at-the-bottom-of-a-canal/
saved 2026-07-19
@Techmeme@techhub.socialIn an interview, Tim Cook says Apple price hikes are "unavoidable" to offset surging memory and storage chip costs, and "the situation has become unsustainable" (Rolfe Winkler/Wall Street Journal)
https://www.wsj.com/tech/apple-price…
@thomasfuchs@hachyderm.ioThe quality of images from digital cameras is inversely proportional to the physical size of the memory card used.
This Kodak DC50 uses PCMCIA (type I or II) cards
@fanf@mendeddrum.orgfrom my link log —
What science can tell us about C and C 's security.
https://alexgaynor.net/2020/may/27/science-on-memory-unsafety-and-security/
saved 2020-05-28
@Techmeme@techhub.socialMemory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM (Hassan Mujtaba/Wccftech)
https://wccftech.com/cxmt-cheap-ddr5-is-a-my…
@kexpmusicbot@mastodonapp.uk @Techmeme@techhub.socialAs memory shares fall, investors worry capacity expansion could lead to oversupply, while others believe AI demand will break the industry's boom-and-bust cycle (Financial Times)
https://www.ft.com/content/97eeb736-f8af-4839-8511-3d0354c8b34c
@Techmeme@techhub.socialCourt doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's flash-memory patent that helps devices use less energy (Blake Brittain/Reuters)
https://www.reuters.com/legal/litigation/k
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #MidnightInAPerfectWorld
Anthony Calonico:
🎵 Gray Glow
#AnthonyCalonico
https://music-from-memory.bandcamp.com/track/gray-glow
https://open.spotify.com/track/7DEa8ScAEHe0h6qaD0CDpx
@Techmeme@techhub.socialSources detail friction between Samsung's memory and logic chip businesses over higher bonuses for memory chip workers, leading many to leave or apply elsewhere (Hyunjoo Jin/Reuters)
https://www.reuters.com/business/world-at-
@Techmeme@techhub.socialSony reports Q4 revenue of $19.4B, above ~$18.4B est., operating profit of ~$1.06B, below ~$1.7B est., and forecasts FY 2027 net profit to rise 13% to ~$7.4B (Kai Nicol-Schwarz/CNBC)
https://www.cnbc.com/2026/05/08/sony-q4-earnings-ps5-gaming-sales-memory-…
@kexpmusicbot@mastodonapp.uk🇺🇦 #NowPlaying on KEXP's #AfternoonShow
Muscle Memory & Boys' Shorts:
🎵 Conditions of Love (Boys’ Shorts remix)
#MuscleMemory #BoysShorts
https://musclememorymusic.bandcamp.com/track/conditions-of-love-boys-shorts-remix
https://open.spotify.com/track/1YpfRfMQgg509EHvAmijIs
@Techmeme@techhub.socialNothing won't launch a new phone this year in its budget-focused CMF Phone series due to RAM prices (Ben Schoon/9to5Google)
https://9to5google.com/2026/06/19/nothing-cmf-phone-ram-costs/
@fanf@mendeddrum.orgfrom my link log —
What science can tell us about C and C 's security.
https://alexgaynor.net/2020/may/27/science-on-memory-unsafety-and-security/
saved 2020-05-28
@Techmeme@techhub.socialJefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)
https://wccftech.com/jefferies-warns-memory-pric…
@Techmeme@techhub.socialSoaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)
https://www.cnbc.com/2026/06/27/memory-crunch-shaking-ap…
@Techmeme@techhub.socialSecurity research firm Calif says it used Mythos to help build a macOS kernel memory corruption exploit circumventing Apple's Memory Integrity Enforcement tech (Robert McMillan/Wall Street Journal)
https://www.wsj.com/tech/ai/anthropic-myth
@Techmeme@techhub.socialAfter years of uncertainty, including delayed listings, memory chipmaker Kioxia's shares soared 56x in 18 months, making it Japan's most valuable company (Shuhei Ochiai/Nikkei Asia)
https://asia.nikkei.com/business/tech/
@Techmeme@techhub.socialMicron closes up 11% after announcing its highest-capacity SSD has started to ship, lifting its market cap past $700B for the first time; Sandisk closes up 12% (Lola Murti/CNBC)
https://www.cnbc.com/2026/05/05/micron-zooms-past-700-billio…
@Techmeme@techhub.socialSources: CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices (Max A. Cherney/Reuters)
https://www.reuters.com/world/ai-cloud-company-cor…
@Techmeme@techhub.socialSources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)
https://www.scmp.com/tech/article/3352906/
@Techmeme@techhub.socialKuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)
https://medium.com/@mingchikuo/the-memory-supply-demand-gap-will…
@Techmeme@techhub.social @Techmeme@techhub.socialSamsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (Dylan Butts/CNBC)
https://www.cnbc.com/2026/04/30/samsung-q1-earnings-ai-memory-chip-…
@Techmeme@techhub.socialNintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales (Arjun Kharpal/CNBC)
https://www.cnbc.com/2026/05/08/nintendo-switch-2-price-hike-sales-fa…
@Techmeme@techhub.socialXcena, whose MX1 chip performs data orchestration and KV cache management directly within memory modules, raised a $135M Series B at a $570M valuation (Kate Park/TechCrunch)
https://techcrunch.com/2026/05/29/xcena-secures-135m-…
@Techmeme@techhub.socialSources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes (Nikkei Asia)
https://asia.nikkei.com/spotlight/supply-chain/e…
@Techmeme@techhub.socialSamsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)
https://asia.nikkei.com/business/tech/
@Techmeme@techhub.socialApple stock closed down 6.15% on Thursday after the company raised some product prices, its worst fall since April 2025 (MacKenzie Sigalos/CNBC)
https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html
@Techmeme@techhub.social @Techmeme@techhub.socialUS chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each (George Steer/Financial Times)
https://www.ft.com/content/c92a5a36-55a0-4d04-b84c-d1705976987b
@Techmeme@techhub.socialSK Hynix CEO Kwak Noh-Jung says the memory industry is heading for its worst-ever supply shortage in 2027 and demand will outstrip supply beyond 2030 (Reuters)
https://www.reuters.com/world/asia-pacific/sk-h…
@Techmeme@techhub.socialSources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M-8M previously, and 80M iPhones in total across new models (Nikkei Asia)
https://asia.nikkei.com/business/technology/apple-…
@Techmeme@techhub.socialOmdia expects a 22% YoY drop in global smartphone shipments priced below $400 for 2026 amid soaring DRAM and NAND costs; Q1 memory costs were ~60% of materials (Zaker Li/Omdia)
https://omdia.tech.informa.com/blogs/2
@Techmeme@techhub.social @Techmeme@techhub.socialAnthropic updates Claude Managed Agents with "dreaming", a scheduled process that reviews recent work and updates memory, available in research preview (Frederic Lardinois/The New Stack)
https://thenewstack.io/anthropic-managed-agents-dreaming-outcomes/
