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 11 13
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 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 17 12
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 10 6
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 16 8
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 24 10
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's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8
A new open-source MCP server implements persistent agent memory with SQLite FTS5 and Google's OKF—no external API, no vector database to manage, and compatible with any MCP client. The first infrastructure gap in agentic pipelines has just been commoditized.
Aug 13, 2026 at 20:44 10 12
Facing the scarcity of HBM and the explosive demand for AI, Apple is reportedly exploring Chinese alternatives for its memory. A sign of the magnitude of the pressure on the entire hardware stack.
Aug 10, 2026 at 16:29 6 5
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.
Aug 8, 2026 at 09:57 14 16
Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
Aug 7, 2026 at 10:55 13 13
