[HARDWARE]■ STORY TIMELINE

MEMORY CHIP MAKERS RACE TO EXPAND AMID OVERSUPPLY FEARS

Memory chip manufacturers are aggressively expanding capacity to meet surging AI demand, but investors worry the industry's historic boom-and-bust cycle may repeat. SK Hynix leadership expects demand to outpace supply through 2027 despite the expansion plans.

5 SOURCESFIRST SEEN JUL 20, 02:30 AM► READ THE ARTICLE

Techmeme+0m

TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend" (Jenny Lee/CNBC)

Jenny Lee / CNBC: TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand…

Techmeme+1h 15m

SK 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)

Moon Joon-hyun / The Korea Herald: SK Group Chair Chey Tae-won says the memory shortage has prompted governments to inte…

Techmeme+1h 30m

As 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)

Financial Times: As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believ…

Techmeme+2h 55m

LSEG: Morgan Stanley collected $2.3B in debt and equity capital market fees in H1 2026, up from $1.4B in H1 2025, driven by AI infrastructure financing deals (Financial Times)

Financial Times: LSEG: Morgan Stanley collected $2.3B in debt and equity capital market fees in H1 2026, up from $1.4B i…

Techmeme+5h 16m

How smart home devices have given abusive partners a new tool to remotely manipulate, intimidate, and disturb their victims, in a form of tech-assisted abuse (Financial Times)

Financial Times: How smart home devices have given abusive partners a new tool to remotely manipulate, intimidate, and d…

◄ BACK TO ARTICLE