Memory chips
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Memory chip maker Kioxia undergoes a shake-up in its shareholder structure: SK Hynix may become its second-largest shareholder in practice
Svmuu News: U.S. investment firm Bain Capital, through the sale of a majority stake in Japanese memory chip maker Kioxia, is expected to generate approximately 2.5 trillion yen (about 22 trillion won)
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Morgan Stanley Analysts Turn Bearish on the Storage Sector; Citrini Analyst Says This May Be One of the Factors Behind the KOSPI Correction
Svmuu News: Citrini analyst Jukan posted on X that a Morgan Stanley research report circulating in the market indicates analyst Shawn Kim has turned bearish on the memory chip industry.The report note
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Musk: Micron has supplied Tesla with a “large quantity” of memory chips
Svmuu News: Tesla CEO Elon Musk revealed that Micron (MU.O) recently supplied Tesla (TSLA.O) with a “large quantity” of memory chips, meeting the automaker’s demand for this increasingly scarce commod
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Memory chip stocks led gains on U.S. markets, with Micron. rising 6.8%
Svmuu News: According to data from MSX.COM, U.S. stock market memory chip-related stocks led the gains, with Micron. rising 6.8%, SK Hynix up 6.9%, and SanDisk and Western Digital both rising more tha
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Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate Its V9 and V10 Flash Memory Rollout
Svmuu News: Samsung Electronics is expanding its collaboration with NVIDIA in the NAND flash memory sector, further deepening their memory chip supply relationship on top of their existing partnership
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DRAM Price Forecast Revised Upward: Third-Quarter Average Price Expected to Rise 21% Quarter-Over-Quarter, Exceeding TrendForce’s Forecast
Svmuu News: According to the latest industry research, the average selling price (ASP) of the global DRAM market in the third quarter is expected to rise by 21% quarter-over-quarter. This forecast exc
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Citrini Analyst: The AI Era May Change the Logic of the Storage Cycle; A Drop in Chip Stocks Does Not Necessarily Signal an Industry Collapse
Svmuu News: Jukan, an analyst at Citrini, published an analysis noting that, in addition to being affected by the liquidation of leveraged positions, the recent decline in memory chip stocks may also
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Serenity Responds to AI Stock Plunge: Portfolio Has Drawn Down 49% in a Single Month, but Long-Term Rationale Remains Unchanged
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X stating that, due to the recent market crash, his portfolio experienced a maximum drawdown of 49.4% this month, but he remains
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Morgan Stanley: Growth in DRAM Contract Prices May Peak in Q4; Memory Companies' Valuations Due for Reassessment
Svmuu News: Morgan Stanley has released its latest outlook on the memory industry, forecasting that the year-over-year growth rate of DRAM contract prices will peak in the fourth quarter of 2026. The
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Analysis: The profit potential from “one lot” of Changxin Technology shares ranges from approximately 3,000 yuan to 26,000 yuan.
Svmuu News: According to market analysis, Changxin Technology’s offering price is 8.66 yuan per share. If an investor is allocated shares, one lot consists of 500 shares, requiring a payment of 4,330
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HSBC: It Is Too Early to Worry About the Storage Cycle Peaking; Among South Korean Tech Stocks, HSBC Favors SK Hynix
Svmuu News: HSBC analysts stated in a research report that it may be too early to worry about the storage cycle peaking. The analysts believe that as agent-based AI boosts office productivity and resh
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SK Hynix Expects HBM Prices to Double by 2027; Supply in the Memory Industry May Reach an All-Time Low
Svmuu News: On the evening of July 10, Eastern Time, SK Hynix CEO Kwak Noh-jung stated that 2027 will be the year with the tightest supply in the history of the memory industry.Currently, customers ar
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Memory chip stocks have fallen more than 20% in recent weeks, and the underlying fundamentals are being reevaluated
Svmuu News: Industry insiders note that historically, whenever the memory chip industry experiences a boom, manufacturers tend to expand production capacity simultaneously. This leads to a concentrate
-
A "smart money" investor has shifted to a long position in Micron, and SK Hynix, closing out short positions in SNDK, INTC, and BTC to make a heavy bet on these stocks.
Svmuu News: According to on-chain analyst Ai Yi, a “smart money” address that had previously accumulated profits of over $5.293 million from long and short trades in U.S. stocks has once again adjuste
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SEMI: Global equipment investment in the memory sector at 300mm wafer fabs is projected to exceed $50 billion for the first time in 2026
Svmuu News: In its “300mm Wafer Fab Outlook” report, SEMI noted that global equipment investment in the memory sector for 300mm wafer fabs is expected to exceed $50 billion for the first time in 2026,
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GigaDevice: As production capacity in the niche storage market gradually increases, prices are expected to decline significantly.
Svmuu News: GigaDevice issued an announcement regarding unusual trading activity, stating that the cumulative deviation in the daily closing price of the company’s stock reached 73.42% over 10 consecu
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Analysis: The pullback in the U.S. stock market's memory sector may be due to expectations of supply expansion by Samsung and SK Hynix
Svmuu News: The memory sector came under pressure after the U.S. stock market opened today, with shares of Micron, and SanDisk all falling sharply. Analysts note that Samsung and SK Hynix previously a
-
The U.S. stock market's storage sector continued to decline, with Micron's stock prices falling 6% and 8%, respectively.
Svmuu News: According to data from MSX.COM, the U.S. stock market’s storage sector continued to decline, with Micron’s stock price falling 6% to $1,064.34 per share. SanDisk’s stock price fell 7.8% to
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Changxin Memory Secures $3 Billion Memory Chip Supply Agreement with Tencent
Svmuu News: According to a Reuters report, three sources familiar with the matter revealed that Chinese memory chip manufacturer Changxin Memory Technology (CXMT) has signed a long-term supply agreeme
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The DRAM ETF has added GigaDevice to its portfolio, with a weighting of 2.91%.
Svmuu News: According to publicly available information, the Roundhill Memory ETF (DRAM) has added GigaDevice to its portfolio, with a weighting of 2.91%. Jukan, an analyst at Citrini Research, stated
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The U.S. optical communications sector opened lower across the board, while memory chip stocks declined; Micron. fell more than 6%.
Svmuu News: According to data from MSX.COM, U.S. stock market memory chip stocks are trading lower, with SanDisk and Micron. falling more than 6%, and Western Digital and Marvell Technology falling mo
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Opinion: If Even Apple Can’t Absorb Rising Costs, the Market Questions the Sustainability of Memory Chip Profit Margins
Svmuu News: The South Korean stock market fell sharply as chip stocks faced another round of selling, highlighting their high sensitivity to fluctuations in global AI investment sentiment.South Korea’
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Countdown to SK Hynix’s U.S. IPO: $30 billion in funding could trigger a revaluation
Svmuu News: According to U.S. media reports, SK Hynix is expected to issue American Depositary Receipts (ADRs) on July 10 on the Nasdaq. The offering is expected to raise nearly $30 billion and is poi
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The U.S. tech sector rose in premarket trading, with Micron, ARM, and Qualcomm all up more than 3%.
Svmuu News: According to MSX data, U.S. stocks in the memory chip and optical communications sectors rose in premarket trading, with Micron, ARM, and Qualcomm up more than 3%.Western Digital, SanDisk,
-
Memory chip maker Kioxia undergoes a shake-up in its shareholder structure: SK Hynix may become its second-largest shareholder in practice
Svmuu News: U.S. investment firm Bain Capital, through the sale of a majority stake in Japanese memory chip maker Kioxia, is expected to generate approximately 2.5 trillion yen (about 22 trillion won)
-
Morgan Stanley Analysts Turn Bearish on the Storage Sector; Citrini Analyst Says This May Be One of the Factors Behind the KOSPI Correction
Svmuu News: Citrini analyst Jukan posted on X that a Morgan Stanley research report circulating in the market indicates analyst Shawn Kim has turned bearish on the memory chip industry.The report note
-
Musk: Micron has supplied Tesla with a “large quantity” of memory chips
Svmuu News: Tesla CEO Elon Musk revealed that Micron (MU.O) recently supplied Tesla (TSLA.O) with a “large quantity” of memory chips, meeting the automaker’s demand for this increasingly scarce commod
-
Memory chip stocks led gains on U.S. markets, with Micron. rising 6.8%
Svmuu News: According to data from MSX.COM, U.S. stock market memory chip-related stocks led the gains, with Micron. rising 6.8%, SK Hynix up 6.9%, and SanDisk and Western Digital both rising more tha
-
Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate Its V9 and V10 Flash Memory Rollout
Svmuu News: Samsung Electronics is expanding its collaboration with NVIDIA in the NAND flash memory sector, further deepening their memory chip supply relationship on top of their existing partnership
-
DRAM Price Forecast Revised Upward: Third-Quarter Average Price Expected to Rise 21% Quarter-Over-Quarter, Exceeding TrendForce’s Forecast
Svmuu News: According to the latest industry research, the average selling price (ASP) of the global DRAM market in the third quarter is expected to rise by 21% quarter-over-quarter. This forecast exc
-
Citrini Analyst: The AI Era May Change the Logic of the Storage Cycle; A Drop in Chip Stocks Does Not Necessarily Signal an Industry Collapse
Svmuu News: Jukan, an analyst at Citrini, published an analysis noting that, in addition to being affected by the liquidation of leveraged positions, the recent decline in memory chip stocks may also
-
Serenity Responds to AI Stock Plunge: Portfolio Has Drawn Down 49% in a Single Month, but Long-Term Rationale Remains Unchanged
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X stating that, due to the recent market crash, his portfolio experienced a maximum drawdown of 49.4% this month, but he remains
-
Morgan Stanley: Growth in DRAM Contract Prices May Peak in Q4; Memory Companies' Valuations Due for Reassessment
Svmuu News: Morgan Stanley has released its latest outlook on the memory industry, forecasting that the year-over-year growth rate of DRAM contract prices will peak in the fourth quarter of 2026. The
-
Analysis: The profit potential from “one lot” of Changxin Technology shares ranges from approximately 3,000 yuan to 26,000 yuan.
Svmuu News: According to market analysis, Changxin Technology’s offering price is 8.66 yuan per share. If an investor is allocated shares, one lot consists of 500 shares, requiring a payment of 4,330
-
HSBC: It Is Too Early to Worry About the Storage Cycle Peaking; Among South Korean Tech Stocks, HSBC Favors SK Hynix
Svmuu News: HSBC analysts stated in a research report that it may be too early to worry about the storage cycle peaking. The analysts believe that as agent-based AI boosts office productivity and resh
-
SK Hynix Expects HBM Prices to Double by 2027; Supply in the Memory Industry May Reach an All-Time Low
Svmuu News: On the evening of July 10, Eastern Time, SK Hynix CEO Kwak Noh-jung stated that 2027 will be the year with the tightest supply in the history of the memory industry.Currently, customers ar
-
Memory chip stocks have fallen more than 20% in recent weeks, and the underlying fundamentals are being reevaluated
Svmuu News: Industry insiders note that historically, whenever the memory chip industry experiences a boom, manufacturers tend to expand production capacity simultaneously. This leads to a concentrate
-
A "smart money" investor has shifted to a long position in Micron, and SK Hynix, closing out short positions in SNDK, INTC, and BTC to make a heavy bet on these stocks.
Svmuu News: According to on-chain analyst Ai Yi, a “smart money” address that had previously accumulated profits of over $5.293 million from long and short trades in U.S. stocks has once again adjuste
-
SEMI: Global equipment investment in the memory sector at 300mm wafer fabs is projected to exceed $50 billion for the first time in 2026
Svmuu News: In its “300mm Wafer Fab Outlook” report, SEMI noted that global equipment investment in the memory sector for 300mm wafer fabs is expected to exceed $50 billion for the first time in 2026,
-
GigaDevice: As production capacity in the niche storage market gradually increases, prices are expected to decline significantly.
Svmuu News: GigaDevice issued an announcement regarding unusual trading activity, stating that the cumulative deviation in the daily closing price of the company’s stock reached 73.42% over 10 consecu
-
Analysis: The pullback in the U.S. stock market's memory sector may be due to expectations of supply expansion by Samsung and SK Hynix
Svmuu News: The memory sector came under pressure after the U.S. stock market opened today, with shares of Micron, and SanDisk all falling sharply. Analysts note that Samsung and SK Hynix previously a
-
The U.S. stock market's storage sector continued to decline, with Micron's stock prices falling 6% and 8%, respectively.
Svmuu News: According to data from MSX.COM, the U.S. stock market’s storage sector continued to decline, with Micron’s stock price falling 6% to $1,064.34 per share. SanDisk’s stock price fell 7.8% to
-
Changxin Memory Secures $3 Billion Memory Chip Supply Agreement with Tencent
Svmuu News: According to a Reuters report, three sources familiar with the matter revealed that Chinese memory chip manufacturer Changxin Memory Technology (CXMT) has signed a long-term supply agreeme
-
The DRAM ETF has added GigaDevice to its portfolio, with a weighting of 2.91%.
Svmuu News: According to publicly available information, the Roundhill Memory ETF (DRAM) has added GigaDevice to its portfolio, with a weighting of 2.91%. Jukan, an analyst at Citrini Research, stated
-
The U.S. optical communications sector opened lower across the board, while memory chip stocks declined; Micron. fell more than 6%.
Svmuu News: According to data from MSX.COM, U.S. stock market memory chip stocks are trading lower, with SanDisk and Micron. falling more than 6%, and Western Digital and Marvell Technology falling mo
-
Opinion: If Even Apple Can’t Absorb Rising Costs, the Market Questions the Sustainability of Memory Chip Profit Margins
Svmuu News: The South Korean stock market fell sharply as chip stocks faced another round of selling, highlighting their high sensitivity to fluctuations in global AI investment sentiment.South Korea’
-
Countdown to SK Hynix’s U.S. IPO: $30 billion in funding could trigger a revaluation
Svmuu News: According to U.S. media reports, SK Hynix is expected to issue American Depositary Receipts (ADRs) on July 10 on the Nasdaq. The offering is expected to raise nearly $30 billion and is poi
-
The U.S. tech sector rose in premarket trading, with Micron, ARM, and Qualcomm all up more than 3%.
Svmuu News: According to MSX data, U.S. stocks in the memory chip and optical communications sectors rose in premarket trading, with Micron, ARM, and Qualcomm up more than 3%.Western Digital, SanDisk,
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Memory chips
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