Nanya bets $10.7B on DRAM capacity - the memory capex race reaches Taiwan
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.
1 h ago 10 9
Apple's talks with China's CXMT memory chipmaker hit a price wall
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
yesterday 10 11
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.
Aug 3, 2026 at 13:20 10 13
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 17 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 14 13
True IDC secures a $2 billion loan for a Thailand data center—the APAC compute shortage extends to Southeast Asia.
Thai carrier subsidiary True IDC seeks $2B in debt for a domestic data center build - Southeast Asia joins the debt-funded AI capex wave.
Aug 1, 2026 at 09:40 15 15
Kioxia expects annual profit to multiply by 31: NAND enters the AI supercycle
Net profit Q1 up 4500%, annual projection 31x - Kioxia joins SK Hynix in the AI memory supercycle. The pinch spreads from HBM to enterprise NAND.
Jul 31, 2026 at 12:50 14 14
Orange and Morrison line up a $3.4B data center venture in France
Orange and the Morrison Fund are setting up a joint venture worth $3.4 billion for data centers in France. Europe wants sovereign compute - France is responding with a telco flavor + infrastructure fund.
Jul 28, 2026 at 21:00 8 10
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 16 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 7 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 13 8