46 articles
2026-05-23
www.insidermonkey.com
2026-05-23
Insider Monkey
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
www.tomshardware.com
2026-05-23
Tom's Hardware
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Micron's Virginia fab begins producing Ame
2026-05-23
uk.finance.yahoo.com
2026-05-23
Yahoo Finance UK
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2026-05-23
digitimes.com
2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-22
stocktwits.com
2026-05-22
Stocktwits
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2026-05-22
www.investing.com
2026-05-22
Investing.com
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2026-05-22
www.quiverquant.com
2026-05-22
Quiver Quantitative
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2026-05-22
digitimes.com
2026-05-22
Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the DRAM maker will accelerate new fab construction to capture AI-led memory demand. Equipment installation is scheduled to begin in the first quarter of 2027, followed by mass production in the second half.
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
digitimes.com
2026-05-21
GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.
2026-05-21
247wallst.com
2026-05-21
24/7 Wall St.
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2026-05-20
digitimes.com
2026-05-20
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.
2026-05-20
digitimes.com
2026-05-20
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.
2026-05-19
digitimes.com
2026-05-19
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and
2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-19
www.cnbc.com
2026-05-19
CNBC
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2026-05-18
letsdatascience.com
2026-05-18
Let's Data Science
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2026-05-18
www.digitimes.com
2026-05-18
digitimes
Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according toIT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related...The article requires paid subscription.Subscribe Now
2026-05-18
digitimes.com
2026-05-18
Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related semiconductors.