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: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (The Information)

The Information : Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researc...