Counterpoint: China-based YMTC accounted for 14% of global NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia
Chinese vendor has 14% share, according to researchBloomberg:YMTC Passes Kioxia in Flash Memory Shipments, Report SaysBùi Giang /Notebookcheck:Chinese storage breaks into top three for the first time,...
Memory chip vendors say CXMT's DDR5 prices match Samsung's, SK Hynix's, and Micron's, and it has more supply in client markets as it is not prioritizing HBM
Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM
CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92%
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia …
US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92%
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia …
Micron hit a $1T market value for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race
Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 19%, driven by insatiable artificial intelligence demand for its memory chips.
Qualcomm closed down 11.46% on May 12, as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron fell 3.61%
Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm
New research suggests AI data centres will need much less memory than investors had bargained for — US memory chip stocks …
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …