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16.10.26 - 06:06
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Charts: YMTC bets on premium eSSDs to take on Samsung (Digitimes)
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AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market Research, YMTC's revenue in 2026 is projected to grow six times faster than that of the overall industry and its peers as it expands aggressively into server-related business....
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16.10.26 - 05:06
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Samsung′s India chip research arm opens quantum lab at IISc (Digitimes)
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Samsung Semiconductor India Research (SSIR), Samsung's semiconductor research and development center in India, and the Indian Institute of Science (IISc) inaugurated a Quantum Research Lab on the IISc campus in Bengaluru on October 15, 2026, aiming to build India's research capabilities in quantum technologies and advanced semiconductors....
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16.10.26 - 05:06
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Chip inflation drives Samsung, LG toward premium TVs (Digitimes)
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Global TV market growth is under pressure, but premium models are poised to expand. As rising memory prices fuel "chip inflation" and squeeze margins on budget TVs, Samsung Electronics and LG Electronics are reshaping their product mixes, strengthening OLED and Micro RGB offerings to support pricing through picture quality and feature differentiation....
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15.10.26 - 21:36
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DRAM Giants Get Rich as China Builds a Threat (24/7 Wall St.)
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Micron, Samsung and SK hynix are collecting extraordinary profits from soaring DRAM prices while customers face the consequences of a severe memory shortage. China's CXMT is advancing DDR5, LPDDR5X and next-generation DRAM technology despite U.S. restrictions on advanced semiconductor manufacturing equipment. CXMT's projected manufacturing capacity could increase 83% between 2025 and 2028, potentially threatening the […]...
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15.10.26 - 21:33
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New DRAM Demand Source Could Surge 20-Fold By 2030 (ZeroHedge)
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New DRAM Demand Source Could Surge 20-Fold By 2030
Last month, Jason Chen, chairman and CEO of Taiwanese PC maker Acer, offered some relief from the memory shortage, saying chip prices could begin falling in the second half of next year. That outlook challenges the memory cartel, pardon, the Big Three's claims that prices will keep rising well beyond 2027.
Meanwhile, Chinese memory-chip manufacturer ChangXin Memory Technologies, better known as CXMT, recently said it had begun mass production of advanced memory chips. Goldman analysts are now looking to Samsung's Oct. 29 earnings report for indications of whether the company expects tight memory-market conditions to persist in 2028.
AI hyperscalers have soaked up the world's high-bandwidth memory (HBM) for the data center buildout, sending prices soaring and pressuring consumer electronics companies such as Apple, which was forced to raise prices for the new iPhone 18 premium lineup and foldable Duo.
But with CXMT's supply coming online a...
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15.10.26 - 11:12
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Tech market sell-off deepens amid fears over US inflation and AI debt (The Guardian)
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Chip makers and tech investors such as Samsung and SoftBank plunge as global investors fret over potential interest rate hikesBusiness news – live updatesLarry Elliott: the global economy is muddling through. But a storm is comingAn accelerating sell-off of AI-linked shares has hit global markets, as fears over rising inflation and future interest rate hikes spooked traders already wary of the heavily indebted sector.South Korea's benchmark Kospi 200 index, which is heavily skewed towards the companies that make memory chips, fell more than 8% overnight to a six-month closing low, triggering circuit breakers that brought trading to a halt at various points. Continue reading......
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15.10.26 - 10:30
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CoreWeave-Aktie -15,5%: Wird der Schuldenberg zur Gefahr? (Sharedeals)
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Der Ausverkauf bei Halbleiteraktien hat am heutigen Donnerstag Asien erfasst: In Seoul verloren die Papiere von SK Hynix fast 12%, jene von Samsung fast 11%. Ausgelöst hatten die Bewegung überraschend hohe US-Inflationsdaten vom Vortag, die die Furcht vor höheren Zinsen neu entfacht haben. Damit stellt sich die Frage: Handelt es sich um eine Korrektur in […]
The post CoreWeave-Aktie -15,5%: Wird der Schuldenberg zur Gefahr? first appeared on sharedeals.de....
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15.10.26 - 10:07
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Samsung reportedly completes 4F² DRAM development as China′s CXMT targets year-end launch (Digitimes)
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Samsung Electronics has reportedly completed development of next-generation 4F² DRAM technology and is aligning commercialization with customer requirements, even as China's ChangXin Memory Technologies (CXMT) prepares to introduce server memory using the architecture by the end of 2026. The competing timelines have raised questions about whether China's memory industry is closing the technology gap with South Korean manufacturers....
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15.10.26 - 10:01
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KI-Crash in Asien: Kospi verliert bis zu 8 Prozent ? Südkoreas Börse unterbricht den Handel (Ariva)
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Zinsangst und Sorgen um die KI-Finanzierung erschüttern Südkoreas Börse: Der Kospi verliert zeitweise acht Prozent, der Handel wird unterbrochen. Samsung und SK Hynix stehen massiv unter Druck. Am Donnerstag erlitt Südkoreas Aktienmarkt massive Verluste: Der Kospi rutschte zeitweise um acht Prozent ab. Wie Bloomberg berichtet, wurde der Handel für 20 Minuten unterbrochen. Samsung Electronics und SK Hynix verloren jeweils über neun Prozent. Bei SK Hynix zeigt sich besonders ......
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