Saturday, November 22, 2025

Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost "sold out" due to AI demand (Nikkei Asia)

Nikkei Asia:
Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand  —  TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors …



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Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each; SoftBank has already invested $30B (Bloomberg)

Bloomberg : Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each;...