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New DRAM Demand Source Could Surge 20-Fold By 2030 Last month, Jason Chen, chairman and CEO of Taiwanese PC maker Acer, offered some relief from the memory shortage, saying chip prices could begin falling in the second half of next year . That outlook challenges the memory cartel , pardon, the Big…
Bloomberg : CXMT says it plans to launch a 4F² design DRAM chip for data center servers before the end of 2026, achieving a breakthrough that rivals have pursued for years — CXMT Corp. declared it achieved a breakthrough in chip technology that rivals like Samsung Electronics Co. had pursued for…
"Memory Remains The Epicenter": Micron Tumbles Below $1,000 As Kospi Catches-Down And CXMT Shrinks The DRAM Cell Micron just delivered the kind of quarter that would have sent the stock into orbit in June. Instead, it is tumbling and about to lose the $1,000 handle. Barely two weeks after Micron…
