SK Hynix is considering bringing in an outside investor for its $3 billion China DRAM facility. The move signals a new phase in the memory chip geopolitical chess game—neither a full exit nor full commitment.
1 h ago 7 7
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
Aug 3, 2026 at 13:20 10 13
The Fudan team publishes in Science a single-electron ambient-temperature storage technology - the "Quantum Flash". A materials breakthrough that raises the question of the physical limit of memory.
Jul 17, 2026 at 14:19 28 9
Micron signs automotive chip deals with Qualcomm (Ride) and Hyundai Mobis. Diversification beyond HBM datacenter, and a strong signal for embedded inference.
Jul 17, 2026 at 09:19 20 9
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.
Jul 17, 2026 at 09:19 34 8
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 12 5
