Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
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.
just now 6 8
InAgent achieves 90.2% on OSWorld: the computer-use agent gap narrows for the Chinese stack
A Chinese CUA becomes the first to surpass 90% on OSWorld. The gap with US frontier labs is now a harness gap, not a model gap.
just now 5 6
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
Aug 1, 2026 at 09:40 14 18
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
Aug 1, 2026 at 09:40 11 13
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
Samsung pushes HBM5 base die to 2nm targeting +50% speed - the memory war moves to logic-class nodes
Samsung plans to build the base die of HBM5 using its 2nm process, aiming for a 50% speed improvement. Memory is no longer just about increasing capacity; it's also about leveraging advanced logic-node economics.
Jul 27, 2026 at 10:16 14 12
CXMT surges 500% on debut, tops Intel's market cap - Chinese memory reprices at cycle peak
Chinese memory maker CXMT jumped 471-500% on its Shanghai listing and - for a moment - its market cap surpassed Intel's. The market's message: HBM/DRAM is where the AI dollars land next.
Jul 27, 2026 at 10:16 6 6
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
AI memory crunch reaches India's smartphones: the DRAM squeeze hits the consumer edge
The HBM absorbs the DRAM. The first market where the general public sees the note: India, whose affordable smartphones start to rise in price or decrease in RAM.
Jul 19, 2026 at 00:39 23 10
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.
Jul 17, 2026 at 09:19 34 8
COMPUTER COPS: in the supermarket of police AI
The Verge publishes an immersion into a convention "the future of policing in the digital age" in Fort Worth. Verdict: AI is no longer entering policing through the pilot project door - it's entering through the vendor catalog door.
Jul 16, 2026 at 17:45 21 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 8 11