The Money Café with Alan Kohler
Jun 24, 2026 · 48 min · 12 segments
On The Money Café this week, Alan Kohler and James Thomson go through the 'chipwreck' rattling the AI trade, how SpaceX is tracking, the fallout from KPMG's whistleblower scandal, CGT changes to…
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Alan KohlerHostUm, and, and this year it's been powered by two stocks, basically, SK Hynix and Samsung Electronics, both of which make memory, uh, computer memory, which has become increasingly important in the AI infrastructure build-out.
Um, but yesterday w- we saw, you know, o- on, on, on Monday night we saw a bit of skittishness amongst, in, in tech stocks on Wall Street.
O- o- one thing is that, uh, SK Hynix said that they will adjust their production.
They'll make less a- of, of their AI memory chips and more commodity memory chips they're called.
W- while this was portrayed as a move because the commodity, uh, memory s- memory profit margins are bigger than the AI profit margins, so SK Hynix is sort of, you know, making sure it maximize profits.
Yeah, a little bit, but, um, we have seen in the last little while a, a bit of a push, um, around, you know, we've seen laptop m- memory prices shoot up.
I- if you went and bought one now, you'd probably end up paying the same, you know...
Let, let's say you wanted to spend, I don't know, I'm picking a number here, 1,500 bucks on a, on a new laptop.
It would just have less memory and less, uh, compute in it [laughs] than it once, than it did a year ago, um, because the, uh, of these soaring memory costs.
Um, and, and this year it's been powered by two stocks, basically, SK Hynix and Samsung Electronics, both of which make memory, uh, computer memory, which has become increasingly important in the AI infrastructure build-out.
Um, but yesterday w- we saw, you know, o- on, on, on Monday night we saw a bit of skittishness amongst, in, in tech stocks on Wall Street.
O- o- one thing is that, uh, SK Hynix said that they will adjust their production.
They'll make less a- of, of their AI memory chips and more commodity memory chips they're called.
W- while this was portrayed as a move because the commodity, uh, memory s- memory profit margins are bigger than the AI profit margins, so SK Hynix is sort of, you know, making sure it maximize profits.
Yeah, a little bit, but, um, we have seen in the last little while a, a bit of a push, um, around, you know, we've seen laptop m- memory prices shoot up.
I- if you went and bought one now, you'd probably end up paying the same, you know...
Let, let's say you wanted to spend, I don't know, I'm picking a number here, 1,500 bucks on a, on a new laptop.
It would just have less memory and less, uh, compute in it [laughs] than it once, than it did a year ago, um, because the, uh, of these soaring memory costs.
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3 of 5
KPMG 'On Another Planet'
Why James thinks KPMG's governance is surreal
AI Chip 'Chip Wreck' Sell-Off
Inside the sudden global semiconductor panic
Nationalize Childcare Now
Alan proposes a radical childcare funding overhaul
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