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Headlines · 38
- Micron Taiwan unions move toward strike vote over profit-sharing
Taiwan's two Micron unions are pushing toward a strike over profit-sharing, with the Taoyuan union saying talks with management broke down and it has begun a strike-authorisation vote, while the Taichung union will decide after a second mediation round on 22 October. Union representatives say the bonus and equity system is asymmetric and opaque, with only about 40–60% of Taiwan employees receiving restricted stock units (RSUs); membership across the two unions has grown by more than 2,700 in a month to 12,400. Micron headquarters announced a NT$1 million-style thank-you bonus on 11 September, and its board is due to discuss the profit-sharing system on 9 October, with Micron Taiwan chairman Lu Tung-hui saying a more concrete plan will follow.
科技新报 · 🔥 0 - SK Hynix's Solidigm targets up to $150B valuation in record chip IPO
Reuters reported that Solidigm, SK Hynix's US subsidiary, has begun underwriter selection meetings with banks for an IPO as early as next year, targeting about $15 billion in proceeds and a valuation of up to $150 billion; SK Hynix said it is evaluating various options and has not confirmed a plan. Solidigm was created from the NAND flash and SSD business Intel sold to SK Hynix in 2020 for about $9 billion, and it pivoted to enterprise SSDs after losing more than 7 trillion won combined in 2022-2023 and exiting consumer products. SK Hynix results show Solidigm's first-half 2026 revenue of 12.25 trillion won, up 265% year on year, and net profit of 5.839 trillion won, driven by AI inference demand and rising enterprise SSD prices.
钛媒体 · 🔥 0 - AI's memory squeeze: DRAM prices triple as PC and phone costs climb
Merchants in Shenzhen's Huaqiangbei market say memory module prices have risen more than 300% in a year, with 16GB DDR5 kits going from just over 200 yuan at their cheapest to 1,400 yuan or more, and 16GB DDR4 from about 100 yuan to over 600 yuan. The piece argues that AI servers need 8–10 times as much memory as standard servers, that roughly 70% of advanced memory capacity is being consumed by AI, and that Samsung, SK Hynix and Micron keep shifting output to higher-margin HBM, structurally shrinking general-purpose DRAM supply. It also notes DRAM die costs rose only about 30% while end prices climbed 200–300%, attributing part of the gap to channel stockpiling and AI-themed speculation; phone and PC makers have raised prices, and Gartner expects average PC prices to rise 17% by the end of 2026, with sub-$500 entry-level PCs possibly disappearing by 2028.
钛媒体 · 🔥 0 - Solidigm taps Powertech, Pegatron for AI data center SSD output in Taiwan
Seoul Economic Daily reports that Solidigm, SK Hynix's NAND and SSD unit, notified customers of a product change adding a new Taiwan-based ODM site for data center SSDs, with Powertech Technology and Pegatron as manufacturers and Taiwan-made products reaching customers from December 24 under the same supply terms. Industry estimates put the annual order value for the Taiwanese partners in the hundreds of billions to over a hundred billion (currency unspecified and unconfirmed by the companies). TrendForce expects enterprise SSD bit demand to grow more than 80% this year as cloud providers expand inference infrastructure, with Q4 price increases possibly accelerating.
科技新报 · 🔥 0 - Taiwan dethrones Korea as top AI trade on supply-chain breadth
TechNews reports Taiwan's weighted index beat Korea's KOSPI by 23 percentage points in July–September, the widest gap since the early 2000s, with year-to-date returns of about 72% versus 65%. A September Bank of America fund manager survey found nearly 40% of respondents overweight Taiwan versus 25% for Korea, and 35% see Taiwan as the main beneficiary of the next AI cycle against just 5% for Korea. M&G Investments portfolio manager Vikas Pershad said Taiwan's earnings growth comes from volume expansion and is therefore broader-based, while Korea's upgrades are concentrated in price factors and rely heavily on Samsung and SK Hynix.
科技新报 · 🔥 0 - Samsung forecasts record Q3 operating profit of 107.4tn won on AI memory demand
Samsung Electronics' preliminary guidance puts third-quarter operating profit at 107.4 trillion won (about $80bn), a roughly 783% jump from a year earlier and the first time above the 100 trillion won mark, marking a fourth straight record quarter. Revenue is forecast at 195 trillion won, up 127% year on year, as AI server demand lifts DRAM, NAND and high-bandwidth memory shipments. The stock barely moved on the news and has fallen more than 25% from its June peak, with investors focused on how long the AI spending and memory pricing upcycle can last.
Bloomberg Technology · 🔥 0 - AMD Plans Major 2027 Chip-Supply Increase to Meet AI Demand
AMD CEO Lisa Su said the company plans to substantially increase chip supply in 2027 as AI demand grows. The effort is focused on expanding CPU and GPU production for AI and data-center needs, while AMD is also working with memory suppliers to secure capacity.
TechRadar · 🔥 0 - Lisa Su in Korea to lock in HBM supply, seeks broader Samsung partnership
At AMD Gamer Day in Seoul on Oct 7, CEO Lisa Su called South Korea's semiconductor supply chain "indispensable" and said AMD wants three- to five-year (or longer) memory supply arrangements with Samsung Electronics and SK hynix to cope with tight HBM supply, while working with customers to optimize memory usage. She met Samsung's device solutions chief and vice chairman Jun Young-hyun and other executives that day; Taiwan's TechNews reports she also said AMD has begun shipping its next-gen MI455 accelerators and Helios systems using HBM4, backed by Samsung and SK hynix. Reports say Samsung hopes to convert the memory relationship into foundry orders, but Su only spoke of "exploring" memory and foundry cooperation, and neither company disclosed details.
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