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Samsung Electronics and its union failed to reach a wage deal on May 13 despite government mediation, increasing the chance of an 18-day strike from May 21. The union demands performance bonuses equal to 15 percent of operating profit.

13. Mai 2026 Von KI berichtet

Chinese memory module makers are accelerating production of consumer and enterprise products powered by domestic DDR5 chips. Breakthroughs from ChangXin Memory Technologies are moving through the supply chain. Firms like Powev have started mass production of server memories.

Lattice Semiconductor Corporation conducted its first quarter 2026 earnings conference call on May 4, 2026. Executives including CEO Fouad Tamer and CFO Lorenzo Flores reviewed financial results and provided a business outlook. The call also covered the planned acquisition of AMI.

4. Mai 2026 Von KI berichtet

Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.

Seoul stocks opened lower on Wednesday as a report on OpenAI's underperformance reignited artificial intelligence sector concerns alongside rising oil prices. The benchmark KOSPI fell 0.09 percent to 6,635.09 in the first 15 minutes of trading. Major Wall Street indexes also declined overnight.

27. April 2026 Von KI berichtet

Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.