Memory & Storage — Page 12 | XenoSpectrum

Tech
SK hynix Posts Record Profit Yet Misses Forecasts by 5%, as HBM and Commodity DRAM Profitability Reverses
SK hynix's April–June 2026 earnings set new record highs for both revenue and operating profit, but fell short of market expectations due to a surge in commodity DRAM prices and shifts in product mix. While HBM's pricing structure and shipment timing had an impact, the company plans to accelerate investment in next-generation products, backed by high profit margins and financial strength.
July 29, 20267 min read
Tech
The Generation Gap Between CXMT and SK hynix That a 470% Stock Surge Can't Close
CXMT's Shanghai listing on July 27, 2026 gave it an $85 billion valuation, but its revenue share sits at just one-third of its capacity ratio. Production capacity figures, market share data, and reports on Xiaomi's supply chain reveal the asymmetric competitive landscape between the two companies.
July 29, 20269 min read
Tech
Will Samsung's DRAM Production Increase Stop Apple from Adopting Chinese Memory? The Reality Behind the 15% Hwaseong Expansion Plan
Samsung is expected to boost commodity DRAM capacity by about 15% by year-end through end-fab consolidation at Hwaseong. No direct causal link to Apple's China procurement talks has been confirmed, and actual shipment volumes remain the next factor to watch.
July 28, 20266 min read
Tech
Apple's Bill for Squeezed Memory Prices Comes Due: A $1,300 Hike Driven by the AI Boom
As the AI boom intensifies the scramble for mobile memory, Apple's bargaining power has weakened, pushing prices on flagship products like the Mac Studio up by as much as $1,300. This piece examines the mechanics behind the hike, including Micron CEO's remarks and the rise of CXMT, and what they reveal about shifts in the supply chain.
July 27, 20269 min read
Tech
Micron and Meta Jointly Validate LPDDR5X, Doubling Capacity Speeds Up Spark by 3.45x
Micron and Meta used DCPerf to examine how LPDDR5X speed and capacity affect AI preprocessing, web response, and Spark SQL. Running out of capacity and spilling to SSD produced the largest performance gap.
July 27, 20269 min read
Tech
Samsung and Broadcom Sign MOU Worth Over $200 Billion, Spanning HBM to 2nm Manufacturing
Samsung and Broadcom have signed an MOU covering HBM, sub-2nm manufacturing, and advanced packaging. The figure of over $200 billion is not a confirmed order, and disclosure of breakdowns and mass production conditions is needed for it to become real demand.
July 26, 20266 min read
Tech
Micron Opposes Apple's Proposal to Source Chinese Memory, as Battle Over Pricing and US Production Expansion Intensifies
Micron has opposed Apple's proposal to source memory chips made in China. A gap exists between near-term price relief and supply improvements expected from 2028 onward, with the Trump administration's additional regulations set to determine adoption conditions.
July 26, 20267 min read
Science
Fudan University Demonstrates Non-Volatile Memory Generating 0.5V from a Single Electron, Overcoming Weak Room-Temperature Signals
Fudan University has demonstrated a two-dimensional memory device that reads the presence of a single electron at room temperature as a 0.5V non-volatile threshold shift. While this reaches the physical limit on charge count, connecting it to high-capacity chips will require verifying retention and endurance across arrays.
July 26, 20267 min read
Tech
What GM's Earnings and BYD's 21% Price Hike Reveal About the Next Stage of Automotive Memory Shortages
DRAM inflation has surfaced in GM's combined cost increases and in the price of BYD's driver-assistance option. Automakers and suppliers are expanding long-term supply contracts to prepare for shifts in both supply and price.
July 24, 20268 min read
Tech
GPU Kit Price Hike Once Limited to RTX 5090 May Expand to GDDR6 Products, NVIDIA Reportedly Signals
NVIDIA has reportedly raised procurement prices again for GeForce GPUs and VRAM, this time expanding the scope to include GDDR6 products. Model numbers and the size of the price increase remain unannounced, and it is unclear when the change might reach retail.
July 24, 20267 min read