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Naver, the largest South Korean buyer of Nvidia chips, is pitching its AI cloud services as an alternative for countries reluctant to use US or Chinese services (Song Jung-a/Financial Times)

Song Jung-a / Financial Times : Naver, the largest South Korean buyer of Nvidia chips, is pitching its AI cloud services as an alternativ...

12 January 2026

Despite projections of memory shortages for PCs and phones, producers like Micron will proceed cautiously in adding new capacity, mindful of past downcycles (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal:
Despite projections of memory shortages for PCs and phones, producers like Micron will proceed cautiously in adding new capacity, mindful of past downcycles  —  Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand  —  The world needs a lot more memory chips and hard drives.

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