CXMT files $9.8B IPO: China's memory push seeks a public balance sheet at cycle peak
CXMT aims for a $9.8 billion IPO. China lists its memory at the peak of the HBM/DRAM cycle, continuing the thread opened with the previous fundraising.
17 h ago 7 8
Memory Heist: The persistent memory of an AI assistant becomes a stable attack surface
After the product bricks MCP around agent memory, the security counterpart arrives: a ticket promoted to the front page of HN documents exfiltration via the memory layer. The conceptual flaw is not in the model, it is in the product layer.
Jul 15, 2026 at 12:34 11 11
Korea: "big money" exits Samsung/SK Hynix - HBM peak signal?
ETNews reports net institutional outflows from Samsung Electronics and SK Hynix, presented as a signal of a peak in the AI memory cycle. To be contrasted with TSMC's +68%.
Jul 13, 2026 at 17:27 8 7
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 10 8
"Your code is fast - if you're lucky": why your micro-benchmarks lie
A viral post questions the reliability of micro-benchmarks: the same code can vary by 30% depending on the order of symbols, memory position, or username. What this means for craft.
Jul 11, 2026 at 17:14 9 7