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Memory chips
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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
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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,
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South Korea's preliminary memory chip exports for the first 20 days of June saw a significant year-over-year increase, with SSD exports up 405% year-over-year.
Svmuu News: Citrini analyst jukan posted on X that preliminary South Korean export data for June 1–20 showed that DRAM (including modules) rose 342% year-over-year and 3% month-over-month; NAND flash
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The Roundhill Memory ETF (DRAM) has surpassed $20 billion in assets under management
Svmuu News: ETF Tracker posted on X that the Roundhill Memory ETF (DRAM) has surpassed $20 billion in assets under management. DRAM is a memory chip-themed ETF launched in 2026 by U.S. asset managemen
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US stock memory chips and optical communication sectors generally rose before the market opened, with Micron Technology up over 4%
According to data from MSX.COM, US stock memory chips and optical communication sectors generally rose before the market opened. Micron Technology rose over 4%, Marvell Technology rose over 3%, and Co
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Institutions project the semiconductor market size could reach $1.5 trillion this year, with memory chip sales rising 250% year-over-year
Svmuu reports that the World Semiconductor Trade Statistics (WSTS) organization has released its spring 2026 semiconductor market forecast, significantly raising its growth expectations for the global
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U.S. memory chip stocks continued to strengthen, with Gate MU and SNDK contract positions ranking among the industry's top.
According to Svmuu, the U.S. semiconductor and memory chip sectors have maintained a strong performance recently, with increasing market attention on related assets. Gate market data shows that Micron
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SK hynix reports record quarterly earnings
SK hynix reported record third-quarter earnings on Wednesday, with operating profit rising 38% from the previous quarter to 83.33 trillion won. Quarterly revenue increased 32% to 104.62 trillion won,
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tight supply-demand situation for memory chips in 2027 is largely locked in
Nomura's global memory research team stated in its latest report that there is a 75% probability the AI arms race will continue, and the tight supply-demand situation for memory chips in 2027 is large
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Germany's Merck KGaA opened a new chip materials factory in South Korea on Thursday, expanding molybdenum production to meet demand for advanced memory chips.
German science and technology company Merck on Thursday opened a new semiconductor materials factory in Eumseong, North Chungcheong Province, South Korea, aiming to expand molybdenum production to mee
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Micron CTO states company won't pursue 4F-squared memory chips, sticking with 6F-squared and 3D DRAM, despite Chinese rival CXMT's breakthrough.
Micron CTO states company won't pursue 4F-squared memory chips, sticking with 6F-squared and 3D DRAM, despite Chinese rival CXMT's breakthrough.
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South Korean stocks resumed their decline on Monday, driven by concerns over storage chip demand following DeepSeek's latest model and worries about AI funding.
South Korean stocks resumed their decline on Monday, driven by concerns over storage chip demand following DeepSeek's latest model and worries about AI funding.
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KeyBanc: Micron to Be Biggest Beneficiary of Memory Chip Price Hikes, Downgrades Cirrus Logic
KeyBanc Capital Markets analyst John Vinh stated in a report that the survey results were most positive for Micron, and he raised earnings forecasts for analog chipmakers Analog Devices, Microchip, Te
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KeyBanc: Google is in talks for long-term storage agreements until 2035, while HP and Dell have extended theirs until 2031.
KeyBanc Capital Markets analyst John Vinh noted in a report that the trend of storage supply lock-in is intensifying, with HP and Dell extending supply agreements until 2031, and Google negotiating lo
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Japan's Kioxia market value has shrunk by two-thirds from its peak due to intensifying competition from Chinese chipmakers.
Kioxia Holdings, a Japanese memory chipmaker, has seen its market capitalization shrink by two-thirds from its peak four months ago, primarily due to rising interest rates threatening the data center
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Chinese memory module manufacturer Longsys expects net profit to increase by 1864.55% to 1990.84% in the first three quarters of 2026, and non-recurring net profit in the third quarter alone to increase by 740.33% to 964.26%. However, the company warned that the dividend from rising memory prices is fading.
Chinese memory module manufacturer Longsys expects net profit to increase by 1864.55% to 1990.84% in the first three quarters of 2026, and non-recurring net profit in the third quarter alone to increa
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Memory stocks plunge as China competition and 2029 oversupply fears mount
Memory chip stocks, including SK Hynix, Samsung, and Micron, have seen significant declines this week, falling 26%, 22%, and 11% respectively. The sell-off is driven by concerns over increasing compet
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Korean semiconductor expert: Expanding chip capacity could help regain market share from China
A leading Korean semiconductor expert argues that expanding memory chip capacity could give the industry's dominant players, such as Samsung Electronics and SK hynix, greater flexibility to respond to
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Global Chip Stocks Fall as Chinese Chipmaker CXMT Makes Progress with New Design
China's leading memory chip maker, ChangXin Memory Technologies (CXMT), announced over the weekend significant progress in its new memory architecture design, enabling more data to be packaged in a sm
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AI trade faces pressure as memory-chip stocks tumble
The global artificial intelligence trade is coming under increasing pressure, with a deepening selloff in chip stocks instilling fresh doubts about the sustainability of one of the most powerful inves
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SK Hynix's U.S. ADR lock-up period expires on Wednesday, raising concerns about its premium.
SK Hynix Inc.'s American Depositary Receipts (ADRs) will see their lock-up period expire on Wednesday, allowing the company, its affiliates, and management to sell shares. This move has raised concern
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Storage chip shortages persist, with Samsung Galaxy S26 series phones seeing price increases of up to $200.
Samsung Electronics announced a price increase for most models in its Galaxy S26 series in the US, ranging from $100 to $200, to counter cost pressures from the ongoing memory chip shortage. This adju
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China's CXMT plans US$5.2 billion expansion, prioritizing domestic suppliers
Chinese memory chip giant ChangXin Memory Technologies (CXMT) plans to invest 34.9 billion yuan (US$5.2 billion) in capacity expansion, with a significant portion of the capital earmarked for domestic
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Goldman Sachs sees South Korea's KOSPI positioned for near-term breakout above 7,000-7,200
Goldman Sachs anticipates the KOSPI will break out above the 7,000-7,200 range, supported by improving institutional and foreign buying. Strong momentum in memory chips and Samsung's dividend are prov
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China's CXMT announced that its new-generation G5 chip manufacturing platform has entered mass production, narrowing the technology gap with global leaders such as Samsung and SK Hynix.
China's memory chip giant Changxin Memory Technologies (CXMT) announced on Sunday that its fifth-generation technology platform, G5, has entered mass production, narrowing the technological gap with g
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DeepSeek's Latest AI Model Raises Doubts on Memory Chip Demand, Prompting Caution Among Investors in South Korean Stocks
Fund managers re-entering South Korean memory makers' stocks received a fresh warning after DeepSeek's new artificial intelligence model cast uncertainty on the strength of demand for memory chips.
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China's A-share market saw its three major indices open lower and then rise, with the ChiNext turning positive and the storage chip sector gaining.
On September 10, A-shares opened lower across the board in early trading, then rebounded to trade higher. The ChiNext Index turned positive, while the Shanghai Composite Index and Shenzhen Component I
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Goldman Sachs has turned bullish on the memory chip sector. SK Hynix's U.S. shares surged 7% to a record high of $193.53 on Wednesday, with Micron, SanDisk, and others also strengthening across the board.
Goldman Sachs turned positive on the memory chip sector in its latest research report, stating that "the worst days are behind us," triggering a broad rally in memory stocks on Wednesday. SK Hynix's U
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KB Securities (South Korea): Samsung and SK Hynix have less than 10 days of memory chip inventory, potentially facing the most severe shortage in history next year.
KB Securities of South Korea released a research report on September 7, stating that driven by the wave of AI infrastructure investment, Samsung Electronics and SK Hynix's current memory chip inventor
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SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes.
SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes. A
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SK Hynix is reportedly evaluating a joint venture to build a memory chip plant in Japan to address AI-driven demand growth.
SK Group Chairman Chey Tae-won stated on August 31 that SK Hynix is thoroughly surveying various locations across Japan with favorable power and water resource conditions to evaluate multiple potentia
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Memory chips
24H Trending
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Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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