Micron Halts Taiwan Plant Amid Labor Dispute as SK Hynix Profits Soar

How it unfolded

Every source in the order it published.

1. 12 Oct, 00:30South China Morning PostChina’s CXMT unveils ‘key progress’ on chip structure pursued by Samsung, SK Hynix
2. 12 Oct, 17:33QuartzMicron stock falls as Chinese rival CXMT advances denser memory chip
3. 12 Oct, 17:40QuartzMicron-Aktie fällt, da der chinesische Konkurrent CXMT dichteren Speicherchip voranbringt.
4. 13 Oct, 05:07Bloomberg TechnologyChina’s CXMT Claims Memory Breakthrough Ahead of Samsung, Hynix
5. 13 Oct, 10:30South China Morning PostWhy Samsung, SK Hynix and CXMT shares are under pressure despite strong AI demand
6. 13 Oct, 11:00Latest from Tom's Hardware in Ram NewsCXMT president says company’s first 4F² DRAM will be a server DDR5 RDIMM due by year-end
7. 13 Oct, 11:30QuartzCathie Wood warned that China's chip expansion is making memory stock cycles more 'vicious'
8. 13 Oct, 11:50QuartzBanks report, chips sink, and Wall Street can’t pick a direction
9. 13 Oct, 12:12QuartzGlobal chip stocks are sinking as China's CXMT claims a denser memory chip design
10. 13 Oct, 12:12QuartzGlobale Chipaktien sinken, da Chinas CXMT ein dichteres Speicherchip-Design beansprucht.
11. Show 51 later sources

    1. 13 Oct, 13:00QuartzGlobal smartphone shipments fell 20% to a 14-year low on memory costs
    2. 13 Oct, 13:21MarketWatchMicron’s stock extends declines as China competition heats up
    3. 15 Oct, 06:18South China Morning PostChina’s CXMT gets pledge of support as provincial party chief vows chip-industry expansion
    4. 15 Oct, 16:45TechCrunchSK Hynix bargains for chip equipment exports to its China facility in return for building a factory in US
    5. 15 Oct, 17:40Latest from Tom's HardwareSK hynix reportedly playing hardball with Trump admin over 3D NAND fab — company demands increased chipmaking equipment exports to China in exchange for US fab
    6. 16 Oct, 04:17Times of IndiaMusk’s ‘China prediction’ may add pain to world’s most valuable tech firms
    7. 16 Oct, 15:19Bloomberg TechnologyChina’s CXMT Swings to Profit After Memory Chip Prices Surge
    8. 18 Oct, 04:39Times of IndiaWhat is CXMT's 'Chinese chip bomb' that has wiped billions off the US stock market
    9. 18 Oct, 23:30South China Morning PostCXMT forecasts up to US$19.8 billion in 3 quarters’ net income; pledges share buy-back
    10. 19 Oct, 04:55theinformation.comNvidia Tells Suppliers to Tap TSMC Process for Next-Generation Memory Chips
    11. 19 Oct, 12:20QuartzCXMT stock falls 7.8% after forecasting a swing to 131 billion yuan profit
    12. 21 Oct, 11:49Latest from Tom's HardwareSamsung and SK Hynix are upgrading Chinese factories to produce advanced RAM chips as AI data center competition ramps up
    13. 22 Oct, 13:34QuartzJensen Huang pushed back on 2029 memory glut fears amid stock selloff
    14. 23 Oct, 13:30Latest from Tom's HardwareChina can make advanced chips without EUV, but the bill keeps growing
    15. 24 Oct, 12:00Bloomberg TechnologyMaking Advanced MicroChips Takes a Global Ecosystem
    16. 26 Oct, 07:00News - South China Morning PostSouth Korea urged to guard chip profitability as China’s CXMT and YMTC gain market share
    17. 27 Oct, 15:18Bloomberg TechnologySolidigm Dangles New $45 Billion US Plant to Upgrade China Site
    18. 27 Oct, 17:51QuartzASM International posted record revenue and raised its 2027 outlook to match its 2030 target
    19. 28 Oct, 01:15News FeedSK Hynix profits soar amid roaring AI chip demand
    20. 28 Oct, 04:21www.theregister.comSK Hynix says memory shortages to persist until 2030
    21. 28 Oct, 06:45Latest articlesChina’s CXMT to start advanced AI memory production despite poor yields, sources say
    22. 28 Oct, 09:25MarketWatchSK Hynix delivered on third-quarter results — but the outlook is what really mattered to Wall Street and the AI trade
    23. 28 Oct, 09:46Bloomberg TechnologyChip Equipment Maker ASM I's CEO to Hit 2030 Target 3 Years Early
    24. 28 Oct, 09:59CoinDeskKospi surges 7% as SK Hynix earnings fuel AI stock rebound
    25. 28 Oct, 11:20QuartzSK Hynix posted record operating profit, warned of memory shortage through 2030
    26. 28 Oct, 11:40FortuneSK Hynix says the memory-chip shortage will last until 2030—and more than half its production is booked for the next two years
    27. 28 Oct, 12:40QuartzSK Hynix unveiled $75 billion shareholder return plan after record profit
    28. 28 Oct, 13:01Latest from Tom's Hardware in NewsSK hynix-owned Solidigm is plotting a new $45 billion flash memory factory for the US, report claims
    29. 28 Oct, 16:03MarketWatchMicron’s stock rises after SK Hynix earnings. Here’s its next major test.
    30. 28 Oct, 21:16decrypt.coChip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply
    31. 29 Oct, 00:00News - South China Morning PostSouth Korea’s chipmakers are raking it in. Can China close the gap?
    32. 29 Oct, 01:00Bloomberg TechnologySamsung Chip Profit Misses Estimates Lifted by Resurgent AI Hope
    33. 29 Oct, 04:29Bloomberg MarketsChinese Tech Stocks Sink Even as Chipmaker Sales Surge 1,800%
    34. 29 Oct, 06:08Bloomberg TechnologySTMicro Forecasts Growth As Recovery in Chip Demand Continues
    35. 29 Oct, 09:01MarketWatchSamsung Electronics earned nearly as much as Microsoft and Alphabet combined. What the Korean giant is now saying about the memory-chip outlook.
    36. 29 Oct, 15:35FortuneAI’s insatiable appetite for chips helps Samsung rake in a record $80.5 billion in quarterly profit
    37. 30 Oct, 10:39Bloomberg TechnologyChinese Chip Leader CXMT’s Sales Rise Sevenfold Yet Growth Slows
    38. 1 Nov, 02:36Latest articlesKioxia warns flash memory prices stalling after outlook miss
    39. 2 Nov, 00:26Bloomberg TechnologyKioxia Shares Tumble After Outlook Suggests Demand Leveling Off
    40. 2 Nov, 11:30News - South China Morning PostChina’s CXMT defends bet on risky new DRAM architecture to circumvent US chip curbs
    41. 3 Nov, 01:07theinformation.comHow Smugglers Get Expensive Memory Chips to China from South Korea
    42. 3 Nov, 12:04Latest from Tom's HardwareAI chip smugglers exploit trade control loophole to bring banned HBM from South Korea into China — expensive memory chips packaged with cheap, unsanctioned processors to become legal exports
    43. 4 Nov, 14:00Latest from Tom's HardwareMicron details ambitious DRAM and NAND roadmap — 3D NAND, High-NA EUV, new materials, and custom silicon makes a comeback
    44. 4 Nov, 15:28Latest from Tom's HardwareTeam Group CEO warns memory crisis could reach point where 'even money can't buy goods' — will get worse next year, with 'no downward trend in price whatsoever'
    45. 4 Nov, 21:01Bloomberg TechnologyQualcomm’s Push Into New Markets Helps Make Up for Phone Slump
    46. 5 Nov, 00:05Bloomberg TechnologySouth Korea’s Current Account Surplus Hits Record on Chip Boom
    47. 5 Nov, 07:34News FeedTaiwan’s chipmakers shine brightest in living memory
    48. 5 Nov, 08:54Bloomberg TechnologyMicron Pauses Work on $4.5 Billion Taiwan Plant After Labor Spat
    49. 5 Nov, 15:07www.theregister.comMemory makers mint megabucks while buyers beg for mercy
    50. 6 Nov, 14:01theinformation.comTSMC Weighs Making Advanced Memory Chips to Capture More AI Spending
    51. 6 Nov, 14:29Bloomberg TechnologyTSMC Mulls Making Advanced AI Memory Chips, Information Says