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SK Chairman Warns Global Memory Crunch May Last Until 2030
SK Chairman Warns Global Memory Crunch May Last Until 2030
SK Group Chairman Chey Tae-won warned that the global high-bandwidth memory crunch, driven by AI data center buildouts, will last until the end of the decade.
Chey told reporters on the sidelines of Nvidia's annual developer conference, 'GTC 2026,' at the San Jose Convention Center in California on Monday that the memory chip shortage could last another four to five years, with supply unlikely to catch up to demand until 2030.
He explained, "The supply shortage problem stems from a wafer shortage,...
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Mar 2, 2026 / Tyler Durden
10Y Yield Extends Rise After Surge In ISM Manufacturing Prices
10Y Yield Extends Rise After Surge In ISM Manufacturing Prices
After ISM's almost unprecedented bounce higher in January, US Manufacturing dipped in February:
S&P Global Manufacturing PMI fell from 52.4 to 51.6 - weakest in seven months
ISM Manufacturing PMI fell from 52.6 to 52.4 (better than expected)
And this is occurring as 'hard' data ebbs lower...
“February saw US manufacturers report the weakest expansion since last July, in a further sign that the overall pace of economic growth has moderated in recent months," according to Chris Williamson, Chief Business Economist at S&P Global Market...
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Mar 22, 2026 / Tyler Durden
Clinton-Appointed Federal Judge Blocks Trump's Pentagon Media Access Restrictions
Clinton-Appointed Federal Judge Blocks Trump's Pentagon Media Access Restrictions
Authored by Matthew Vadum via The Epoch Times (emphasis ours),
A federal judge on March 20 issued an order blocking the Trump administration’s media access policy at the Pentagon after The New York Times sued over the restrictions.
An aerial view of the Pentagon in Arlington, Va., on Dec. 15, 2025. Madalina Kilroy/The Epoch Times
The Department of War tightened its rules for the media in September 2025 after officials said reporters were roaming the halls of the Pentagon. The department took the position...
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Apr 9, 2026 / Tyler Durden
Iran's Tolling Regime On Hormuz Chokepoint Would Set "Dangerous Precedent," IMO Warns
Iran's Tolling Regime On Hormuz Chokepoint Would Set "Dangerous Precedent," IMO Warns
The ceasefire deal in the six-week US-Iran conflict remained in doubt by late week, as Israel intensified its bombardment of Beirut, Tehran kept the Hormuz chokepoint closed, and negotiators prepared to meet on Friday even as both sides declared victory.
Reports of attacks on one of Saudi Arabia's Red Sea ports, alongside the continued closure of Hormuz, did little to reassure traders in the overnight session. Risk sentiment remained fragile on Thursday morning, with equities across Asia and Europe...
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