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TEXXR ▲
Company

DRAM

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8 articles – stable

DRAM has appeared in 8 articles since 2022-07. Coverage peaked in 2024Q4 with 4 articles. Frequently mentioned alongside Samsung.

Articles
8
mentions
Velocity
0.0%
growth rate
Acceleration
+0.750
velocity change
Sources
4
publications

TEXXR Analysis

Aug 11, 2026
Qualcomm’s NPU Meets a Near-60% Memory Bill
On July 8, Omdia said Q1 memory costs were nearly 60% of materials for smartphones below $400. Nikkei Asia’s April projection of roughly 40% used a different lo...
Aug 3, 2026
CXMT Turns 4% DRAM Share Into China Leverage
Reuters put CXMT at 4% of global DRAM in Q2 2025, while Omdia estimated 7.67% in Q1 2026; its Shanghai debut then produced a $487 billion market value. A report...
Jul 26, 2026
CXMT’s $9.8B Bet Meets Nvidia’s 70% Allocation
CXMT raised $9.8 billion in Shanghai to expand domestic DRAM. Nvidia reportedly allocated roughly 70% of its 2026 HBM4 demand to SK Hynix, tying AI-memory rents...
Jul 14, 2026
AI Is Booking Memory Years Before It Exists
TrendForce projects data centers will consume more than 70% of high-end memory output in 2026; Kuo estimates 15%–20% of 2026 consumer-electronics memory capacit...
May 27, 2026
The Windfall
For three decades, memory was the worst job in semiconductors — the commodity that craters first in every downturn. On May 27 a handheld console hit $949 "due t...

Patterns

Related Entities

Samsung 3

Top Voices

@samkimasia 1 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with Samsung

Coverage Timeline

2024-10-14
IEEE Spectrum 2 related

The Northwest-AI-Hub, which is researching hybrid gain cell memory that combines DRAM's density with SRAM's speed, gets a $16.3M CHIPS Act grant via the US DOD

Katherine Bourzac / IEEE Spectrum :

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2024-10-13
IEEE Spectrum 2 related

The Northwest-AI-Hub, which is researching hybrid gain cell memory that combines DRAM's density with SRAM's speed, gets a $16.3M CHIPS Act grant via the US DOD

Katherine Bourzac / IEEE Spectrum :

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 69 tech news articles mentioning DRAM, dating back to September 2015. The biggest stories include Samsung starts mass production of the world's thinnest LPDDR5X DRAM, claiming it is 9%... and Letter: a top House Republican warns severe DRAM and HBM3E supply shortages will.... Frequently covered alongside Samsung, HBM, SK Hynix, NAND, and CXMT. Coverage has shifted toward consumer, developer themes and away from regulation, research.

Key Moments

2024Q2regulation -33pts
2024Q4enterprise +20pts; research +40pts; funding +20pts
2025Q1enterprise +30pts; research -40pts; funding -20pts

Relationships

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