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CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26

CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three

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SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate
Semiconductor, Hardware Angel Morales 7/14/26 Semiconductor, Hardware Angel Morales 7/14/26

SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate

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Micron’s 250 Million Dollar Trump Accounts Pledge Draws Scrutiny Days After DRAM Antitrust Lawsuit
Semiconductor, Industry Angel Morales 7/2/26 Semiconductor, Industry Angel Morales 7/2/26

Micron’s 250 Million Dollar Trump Accounts Pledge Draws Scrutiny Days After DRAM Antitrust Lawsuit

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Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027
Semiconductor, Hardware Angel Morales 5/19/26 Semiconductor, Hardware Angel Morales 5/19/26

Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027

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Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26

Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks

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China’s CXMT Pushes Domestic DDR5 Development Forward as Chinese Memory Makers Accelerate Production
Angel Morales 5/18/26 Angel Morales 5/18/26

China’s CXMT Pushes Domestic DDR5 Development Forward as Chinese Memory Makers Accelerate Production

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SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26

SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero

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YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26

YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure

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Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race
Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26

Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race

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Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26

Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom

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Samsung Reportedly Rejects DRAM Supply Request from Its Own Mobile Experience Division as It Prioritizes Profitability
Semiconductor, Mobile Angel Morales 12/2/25 Semiconductor, Mobile Angel Morales 12/2/25

Samsung Reportedly Rejects DRAM Supply Request from Its Own Mobile Experience Division as It Prioritizes Profitability

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Major DRAM Makers to Discontinue DDR4 and DDR3 Production, Focus on HBM and DDR5
News, Hardware Angel Morales 2/20/25 News, Hardware Angel Morales 2/20/25

Major DRAM Makers to Discontinue DDR4 and DDR3 Production, Focus on HBM and DDR5

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