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Lenovo confirms YMTC SSDs in notebooks sold outside China

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digitimes.com 2026-07-07

Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.

Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

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digitimes.com 2026-07-07

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.

Samsung Electronics second-quarter operating profit surges on AI memory boom

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digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Transcend posts record revenue in 2Q26 on strong demand

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digitimes.com 2026-07-07

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.

Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply and Industry Resilience - Investing News Network

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investingnews.com 2026-07-07 Investing News Network

US investors will soon get access to SK Hynix, another memory maker riding the AI boom - TechCrunch

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techcrunch.com 2026-07-07 TechCrunch

Global memory chip shortage fuels race between Korea, the United States and China - Korea JoongAng Daily

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www.koreajoongangdaily.com 2026-07-07 Korea JoongAng Daily

Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix - The Motley Fool

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www.fool.com 2026-07-07 The Motley Fool