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CXMT Reports Blockbuster H1 Results After STAR Market IPO

The profit surge shows rapid commercial scale with potential limits on global access from export controls and heavy local state ownership.

YMTC Climbs to Third in Global NAND Shipments

Samsung Warns Memory Shortage Will Deepen in 2027 as It Locks Most Output

Rapidus Targets TSMC With Aggressive 2nm Wafer Pricing

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

Micron Locks Multi‑Year Deals After Blockbuster Quarter

Fire and Hydrogen Fluoride Leak Evacuate 3,600 at SK Hynix Cheongju Plant

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Micron Jumps to a 52-Week High as Cloud Giants Warn of Soaring Memory Costs

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

AI Memory Boom Propels Samsung to Record Q1 Guidance

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

Taiwan Rejects U.S. Demand for 50-50 Chip Split as Washington Weighs New Tariffs

U.S. Expands Export Controls to 50%-Owned Subsidiaries of Blacklisted Firms