TokenPost topic
DRAM
47 TokenPost stories are tagged DRAM. The newest appear first.
Latest DRAM stories
- Former 南亚科技 President 高启全 Sees DRAM Price Risk From 10-Fab Buildout
Most of the added capacity is expected to come online within two years, while the price risk is medium term.
· Business
- SK hynix Proposes Shared Memory Racks for AI Inference Systems
An internal test using remote CXL DRAM cut average time to first token to 15.45 seconds from 80.76 seconds, an approximately 81% reduction. SK hynix said validation with Intel and partners will start in the system-des…
· Technology
- Cotton Asks Commerce to Add CXMT to Entity List and Study U.S. Sales Ban
CXMT's share of global DRAM revenue reached 10% in the second quarter, up from 4% a year earlier.
· Regulation
- Enterprise SSD Contract Prices Forecast to Rise 15% to 20% in Q4
Some suppliers in China have verbally signaled increases, while consumer NAND prices have not broadly followed.
· Business
- Contract DRAM and Enterprise SSD Prices Begin Moving Higher
Some leading suppliers have verbally signaled planned increases, while consumer NAND is not broadly following.
· Business
- ASML Says EUV Supply Will Fall Short of Demand Through 2028
SK hynix’s equipment deliveries are due by Dec. 31, 2027, while Samsung targets its Pyeongtaek 5 fab for 2028.
· Business
- Phison Board Approves DRAM Deal Through 2029 as Basic EPS Reaches NT$325.49
The agreement gives Phison priority rights to DRAM capacity. Its supplier, price, volume and restrictions were not disclosed.
· Business
- Memory Suppliers May Set Q4 Revenue Records as HBM Prices Rise
Samsung held 38% of the DRAM market in the third quarter, while SK Hynix’s revenue grew more than 40% quarter over quarter.
· Business
- AI Demand Pushes Third-Quarter DRAM Revenue Near $200 Billion
DRAM bit shipments rose about 4% as buyers competed to secure supply amid rising prices.
· Business
- Bank of America Sees Hong Kong Investors Turning Bearish on Memory Stocks
The bank expects memory makers to sustain strong margins and cash flow despite price declines, with low-single-digit NAND cuts starting in the first quarter of 2027.
· Investing
- CXMT's Market Quote Rises 12.3% in 24 Hours to 6.618 USDT
The 24-hour move was timestamped Nov. 4 at 5:15 a.m. ET (10:15 UTC).
· Investing
- Taiwan Chipmaker Approves NT$73.16 Billion Kaohsiung Fab Expansion
It plans phased investment starting in November and approved a NT$2-per-share cash dividend totaling about NT$9.44 billion.
· Business
- Musk Pushes Back on Altman’s 5% DRAM-Use Estimate in Local AI Debate
OpenAI CEO Sam Altman argued cloud systems could use scarce memory more intensively, but did not define which computers his 5% estimate covered.
· Technology
- KB Securities Forecasts SK hynix Q4 2026 Operating Profit at 104 Trillion Won
The estimate is about 25% above the third-quarter result and assumes higher DRAM and NAND shipments. SK hynix expects HBM4 to exceed HBM3E in bit shipments and revenue share.
· Business
- CXMT Says Sixth-Generation 4F² DRAM Platform Passed Engineering-Sample Validation
CXMT targets first customer samples by year-end for a DDR5 RDIMM server module that pairs 4F² with hybrid bonding.
· Technology
- Altman Says Cloud Data Centers Should Maximize Scarce DRAM Use
He said personal-computer memory is used 5% of the time but did not explain how he measured the figure.
· Technology
- SK Hynix Plans $75 Billion Shareholder Return After Record AI Quarter
The South Korean memory maker said HBM and DRAM supply is sold out through 2029, while demand for HBM is twice what it can currently supply.
· Business
- Alibaba, Tencent and ByteDance Discuss Long-Term DRAM Supply Deals
Some customers want terms through 2035, while the talks cover server DDR and low-power LPDDR memory.
· Business
- 2025 Chip Revenue Estimate Ranks SK hynix Ahead of Intel
The estimates differ from company filings, while memory integrated circuits accounted for more than half of second-quarter 2026 semiconductor revenue.
· Business
- Micron Maps HBM Roadmap Through 2030, Sees Memory Imbalance for Two Years
The plan places HBM4E in 2027 and targets second-half 2027 ramps for a new DRAM node and G11 NAND.
· Technology
- Lam Research Raises Aether Revenue Target to $2.5 Billion by Decade's End
Lam’s preliminary forecast puts 2027 wafer-fab equipment spending above $200 billion. DRAM is expected to lead demand growth, with NAND use also increasing.
· Business
- 力積電's Q3 Results Imply 47.6% Gross Margin After Price Hikes
The preliminary margin is calculated from self-compiled figures; revenue increased about 23% quarter over quarter and about 80% year over year.
· Business
- Groq Weighs 3D-Stacked DRAM for Its Next-Generation AI Chip
If adopted, the design would prioritize memory capacity over the faster SRAM in Groq’s current chips.
· Technology
- Micron’s Taoyuan Union Plans Oct. 22 Solidarity Strike
A union at Micron’s Taichung operation is scheduled for a second mediation session that day over profit sharing.
· Business
- Lenovo, HP and Dell Sign Long-Term Memory Deals for 2027 PCs
The agreements aim to steady DRAM and SSD deliveries, while PC component costs, including processors and graphics chips, are still projected to rise 10% to 20% next year.
· Business
- Large Trader Closes $46.3 Million in Tesla and Chip Longs, Opens Alphabet Position
The new Alphabet long was worth about $44.4 million. The account also held a $1.2 million Amazon long.
· Investing
- Samsung, SK hynix Traded at 2-3 Times 2027-28 Earnings on Oct. 16
The Oct. 16 snapshot put SK hynix shares 57% below their June peak, while October PC DRAM contract quotes were more than 15% above September levels as of that date.
· Investing
- Micron to Present Multigeneration Technology Roadmap at Oct. 21 Webinar
Scott DeBoer will discuss DRAM, high-bandwidth memory and NAND, customer design work and long-term research.
· Technology
- Hyperliquid Wallet Closes $110.85M Bitcoin Long, Opens Tesla and Chip Positions
The 1,355.6 BTC trade carried a $3.26 million realized loss. The new contracts were linked to Tesla, DRAM and SOXL.
· Investing
- CXMT Shares Fall 6.5% Despite Nine-Month Profit Forecast
The preliminary, unaudited outlook projects net profit of 131 billion to 132.5 billion yuan for January through September, compared with a loss a year earlier.
· Investing
- CXMT's Monthly DRAM Capacity Is Forecast to Reach 500,000–600,000 Wafers by End-2028
Capacity is forecast at 420,000 wafers a month in 2027, about 31.3% above today's roughly 320,000.
· Business
- 长鑫科技 Forecasts Nine-Month Profit of CNY 131 Billion to CNY 132.5 Billion
Revenue is forecast at CNY 265 billion to CNY 270 billion, and the company cited AI-computing demand and improving DRAM industry conditions.
· Business
- CXMT DRAM Progress Rekindles Concern About Memory Supply
The reported architecture advance has renewed concern about additional memory supply and a possible price reversal.
· Technology
- Humanoid Robot DRAM Demand Is Forecast to Rise 20-Fold by 2030
Total demand is projected to reach 172,000 terabits by 2030, while average DRAM capacity per robot rises to 39 gigabytes.
· Technology
- Tesla CEO Elon Musk Praises Micron’s Memory Pricing Approach
Samsung, SK Hynix and Micron accounted for a combined 87.6% of global DRAM revenue in the second quarter of 2026.
· Business
- Sandisk Shares Fall 2.27% as Daily, Hourly Charts Stay Bearish
Sandisk (SNDK) was quoted at $1,453.62 at 10:43 a.m. ET on Oct. 13, while a brief 15-minute MACD improvement offered limited support.
· Investing
- CXMT Memory Design Sends Global Semiconductor Stocks Lower
The Chinese memory-chip maker’s new architecture aims to fit more data into less space, intensifying concern about competition for Micron, SK Hynix and Samsung.
· Technology
- Morgan Stanley Warns Storage Stocks Face Cycle-Top Valuation Risk
Samsung and SK Hynix trade at roughly three to four times forward earnings, but supply growth and changing AI infrastructure spending could pressure future returns.
· Investing
- CXMT Plans 4F² Server DRAM Launch as Samsung, SK Hynix Slide
The Chinese memory maker says its denser design will debut in next-generation server chips by year-end, intensifying competition in the DRAM market.
· Technology
- CXMT Advances DRAM Cell Design Aimed at Higher Storage Density
The structure is also being pursued by Samsung Electronics and SK Hynix as CXMT works to expand its memory-chip business.
· Technology