Samsung, SK Hynix, and Micron control 90-95% of the global DRAM market, with a class-action lawsuit alleging price manipulation as conventional DRAM prices surged 700% over four years. The HBM shortag…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day mo…
Investors are rotating out of Nvidia and into Chinese and Korean chip stocks, with SK Hynix raising nearly $29 billion in a Nasdaq ADR listing and Chinese memory maker CXMT preparing a $4.3 billion IP…
ChangXin Memory Technologies (CXMT), China's top DRAM maker, set a subscription date for its Shanghai IPO expected to raise at least 29.5 billion yuan (US$4.3 billion), making it the second-largest on…
China's largest DRAM maker ChangXin Memory Technologies (CXMT) will open investor subscriptions next week for a 29.5 billion yuan ($4.3 billion) IPO on the Shanghai STAR Market, backed by China's nati…
Apple is testing DRAM chips from Chinese state-backed ChangXin Memory Technologies (CXMT) for devices sold in China and lobbying Washington to permit broader commercial use, according to the Financial…
Apple is testing DRAM chips from blacklisted Chinese chipmaker CXMT for devices sold in China, seeking US government approval as memory prices triple amid AI-driven demand. The move could set a preced…
Apple is in early-stage talks with Chinese memory chip maker CXMT to secure DRAM supply for its devices, marking a sharp turnaround for the state-backed company that is central to Beijing's AI supply …
Tencent is selling up to $1.6 billion of its stake in Kuaishou, reducing its holding from 15.68% to about 9.37%, in a block trade of 273 million shares. The sale comes shortly after Tencent helped fun…
Apple faces worsening pricing and supply issues through 2027 due to a memory supply-demand gap driven by AI server demand, according to analyst Ming-Chi Kuo. The company has already raised Mac and iPa…
Apple is lobbying the Trump administration for permission to buy DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is on the Pentagon's 1260H list of companies with alleg…
South Korea announced nearly 900 trillion won ($583 billion) in semiconductor investments led by Samsung Electronics and SK hynix, including four new memory fabs in the southwest and HBM packaging hub…
Apple is lobbying the Trump administration for permission to buy DRAM chips from ChangXin Memory Technologies, a Chinese manufacturer on the Pentagon's blacklist, to cut costs amid soaring DRAM prices…
Apple is lobbying the Trump administration for permission to buy cheaper DRAM from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon. While CXMT offers up …
Apple has lobbied the Trump administration for permission to buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon, as the AI boom drives…
Apple is lobbying the Trump administration for approval to purchase DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) amid a global memory shortage and rising prices. The move p…
Chinese AI and chip companies Moore Threads, MetaX, and Biren Technology have raised billions in IPOs on the Shanghai STAR Market and Hong Kong Exchange, with first-day gains exceeding 400% and oversu…
Micron Technology acknowledged the growing capabilities and market share of China's ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) during an earnings call, validating …
China's CXMT, the country's leading DRAM manufacturer, is set to go public on the STAR Market in what could be the largest semiconductor IPO in China. Founded by Zhu Yiming, the company has leveraged …
The Trump administration has held off on adding Chinese AI startup DeepSeek, memory-chip maker CXMT, and over 100 other Chinese firms to the Commerce Department's Entity List, despite interagency appr…