Saturday, April 18, 2026

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia:
Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now  —  TOKYO/SEOUL — A shortage of memory chips appears likely to continue until around 2027, with the top U.S. and South Korean …



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Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (Luz Ding/Bloomberg)

Luz Ding / Bloomberg : Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part du...