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Dram

All articles tagged with #dram

technology10 days ago•21 min saved

Applied Materials Reports Solid Q3, but Outlook Fails to Dazzle

Applied Materials topped fiscal Q3 with adjusted earnings of $3.50 per share on revenue of $9.12 billion, beating estimates, while GAAP earnings were $3.17 due to a $220 million unrealized investment loss. For Q4, the company guided about $10.25 billion in revenue and $4.02 in adjusted earnings per share, signaling a high bar as AI-driven capital spending remains robust. The stock fell roughly 5% in after‑hours trading as investors weighed the beat against lofty guidance and competitive pressure in the semiconductor‑equipment space.

via Barron's|

#ai #applied-materials #dram

technology14 days ago•4 min saved

Apple Tests Chinese DRAM Amid Global Memory Crunch

Apple is reportedly testing memory chips from China's CXMT and considering using them in devices sold in China, but final deployment depends on U.S. government approval, highlighting a global memory shortage that’s driving up prices and pushing companies to diversify suppliers amid political scrutiny.

via Gizmodo|

#apple #cxmt #dram

business17 days ago•20 min saved

SK Hynix Bets $38B on AI-Driven Memory Expansion

SK Hynix approved roughly 54 trillion won ($38B) to build two new memory fabs in South Korea (DRAM Yongin Y2 and NAND Cheongju M17) to meet AI-driven demand, sending the stock about 5% lower as Seagate (-7%) and Micron (-2%) slide; the Roundhill Memory ETF is down around 2%. The company argues the capex supports a structural memory shortage in 2027, but investors worry about potential oversupply next year, with a shareholder-return update likely delayed to Q3 2026.

via 24/7 Wall St.|

#ai-demand #business #dram

technology18 days ago•3 min saved

SK Hynix bets $38B on two new memory-chip fabs to satisfy AI demand

SK Hynix announced a 54 trillion won ($38.1B) investment to build two memory-chip fabrication plants—Y2 in Yongin for DRAM and M17 in Cheongju for NAND—as AI-driven demand keeps memory prices high; the move is part of a broader master plan to invest 600 trillion won in Yongin and 100 trillion in Cheongju.

via CNBC|

#ai #dram #memory-chips

technology21 days ago•25 min saved

Micron stock choppy as CXMT expansion sparks memory-market jitters

CXMT’s reported plan to build a second Beijing memory-chip plant spooked Micron investors at first, sending MU lower before an intraday rebound; analysts say the knee-jerk reaction may fade, but rising CXMT output could pressure memory prices amid AI demand, even though CXMT accounts for a small share of DRAM.

via MarketWatch|

#cxmt #dram #memory

technology23 days ago•29 min saved

Apple’s memory crunch tests Tim Cook’s supply-chain legacy

Apple is grappling with an AI-driven DRAM shortage that’s raising memory costs and prompting price hikes on Macs and iPads as it stocks up on components; with Tim Cook’s tenure ending, analysts warn the supply-chain stress could persist into 2027–28 while Apple pursues new memory suppliers amid pricing power held by Micron, SK hynix, and Samsung.

via MarketWatch|

#ai #apple #dram

business23 days ago•96 min saved

Apple’s Record Quarter Fails to Shield Stock From Memory Price Surge

Apple posted a record June quarter with revenue around $109.4 billion and strong iPhone growth, but its stock tumbled about 9.7% as management cited a “100-year flood” in memory pricing as the main driver of margin compression, driven by DRAM/NAND cost spikes and supplier dynamics among Samsung, SK hynix, and Micron. Guidance for September suggests continued margin pressure, while analysts offered mixed price targets amid AI memory demand and competition for fabs.

via Benzinga|

#apple #business #dram

technology25 days ago•37 min saved

Nvidia Eyes Across-the-Board GPU Price Hikes

Taiwan’s Economic Daily News reports Nvidia plans a 20–30% price hike across its entire GPU lineup due to rising DRAM costs driven by AI and data-center demand; the changes would affect both GDDR7 and GDDR6 memory, with examples including the RTX 5090 potentially jumping from $1,999 to around $4,000–$4,500 and the RTX 5060 Ti from $379 to $569. Nvidia has not publicly announced a price increase yet, and CEO Jensen Huang has downplayed AI doom scenarios.

via Insider Gaming|

#ai #dram #gpu

technology25 days ago•4 min saved

Nvidia GPU prices rise again as AI demand tightens the market

Nvidia has boosted GPU prices by 20–30% across its lineup—the third hike this year—as surging AI demand tightens supply; the ripple effects extend to DRAM and retailers, potentially affecting PC and console pricing and elevating the cost of upgrading gaming rigs amid a broader affordability crunch.

via Eurogamer.net|

#ai-hardware #dram #gpus

business26 days ago•2 min saved

Samsung posts record Q2 profit on AI-driven memory demand

Samsung Electronics posted a record second-quarter operating profit of 89.5 trillion won, helped by robust AI-driven demand for memory chips (DRAM/NAND) and higher HBM4 sales, with revenue of 171.5 trillion won (roughly in line with forecasts). The results reflect a continued AI infrastructure cycle into H2 and come as Samsung expands collaborations, including with Broadcom, to support memory and foundry technologies.

via CNBC|

#ai #business #dram

business29 days ago•3 min saved

CXMT rockets on Shanghai debut, cementing status as Asia's largest memory-chip IPO of the year

Changxin Technology Group (CXMT) surged more than 500% on its Shanghai STAR Market debut after pricing its IPO at 8.66 yuan, raising 57.92 billion yuan and marking Asia’s biggest memory-chip IPO this year. The Hefei-based company is valued around 3.5 trillion yuan, held about 7.7% of the global DRAM market in 2025, and will use IPO proceeds to scale memory wafer production and R&D amid growing AI and compute demand.

via CNBC|

#business #cxmt #dram

markets29 days ago•4 min saved

CXMT rockets in Shanghai IPO as AI memory-chip demand surges

CXMT, China's fourth-largest DRAM producer, jumped nearly 500% on its Shanghai debut after raising about RMB57.9bn, pushing its market value to around RMB3.1tn and signaling strong demand for AI memory chips. The company plans to expand production and R&D, aided by Hefei government support, but still lags in mass-producing advanced HBM chips due to US export controls.

via Financial Times|

#ai-memory-chips #cxmt #dram

technology1 month ago•21 min saved

Apple’s Memory Bid Could Redraw the AI Chip Landscape

Apple is lobbying the U.S. to source memory from China’s CXMT, arguing Micron is price gouging in a tight memory market, as Tim Cook ties MacBook/iPad price hikes to a memory shortage. CXMT cannot produce high-bandwidth memory, so even if Apple wins approval to buy cheaper DRAM, Micron’s leadership in AI memory would largely endure. The broader drama spotlights AI-driven memory demand, large-scale capacity expansions funded by CHIPS Act programs, and volatile conventional DRAM pricing, with HBM remaining the profitable core for memorymakers.

via 24/7 Wall St.|

#apple #cxmt #dram

business1 month ago•1 min saved

GM Eyes Q2 2026 Earnings as Tariff Relief Lifts Guidance

General Motors is set to report its Q2 2026 results before the bell, with analysts expecting adjusted EPS of $3.20 on about $47.01 billion in revenue. The print would be roughly 26% higher in EPS year over year and 0.2% lower in revenue. GM will host an 8:30 a.m. ET conference call, while investors watch tariffs, pricing and DRAM costs; the automaker also raised its 2026 adjusted earnings guidance to $13.5–$15.5 billion (about $11.50–$13.50 per share).

via CNBC|

#business #dram #earnings

business1 month ago•22 min saved

Micron Slump Deepens as China Memory Rivalry Spooks Traders

Micron Technology fell about 8% after reports that Chinese memory makers, led by CXMT, could intensify DRAM/NAND competition, dragging peers Intel, AMD, and Marvell lower in sympathy. Apple is testing CXMT chips in China, while the SOXX ETF retreated about 4% on sector-wide risk-off. Micron guided Q4 revenue near $50 billion, but markets price in near-term volatility with odds of MU hitting $840 in July around 70%. The move reflects memory-cycle concerns and valuation, though AI memory demand remains a bullish factor for the sector.

via 24/7 Wall St.|

#business #china-memory-competition #cxmt