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CXMT Gains Leverage Over Apple as China's Chip Self-Sufficiency Push Accelerates
Chinese memory maker CXMT has refused Apple's request for a price cut, backed by strong domestic demand from Huawei and Xiaomi, while Samsung and SK hynix explore Chinese equipment to shield their China fabs from US export controls.
4 outletsbusinessCXMT's Rapid Growth and Expanding Reach Signal Shift in Global Memory Market
Chinese memory maker CXMT posted explosive revenue growth in Q2, advanced its LPDDR6 chip production, and reportedly gained footholds with PC makers like HP, Asus, and Acer, as the global memory shortage reshapes the industry.
3 outletshardwareSanDisk and SK hynix Release High Bandwidth Flash Specification for AI Inference
SanDisk and SK hynix have published the first technical specification for High Bandwidth Flash (HBF) through the Open Compute Project, positioning the new NAND-based memory tier as a bridge between HBM and enterprise SSDs for AI inference systems.
3 outletshardwareNvidia RTX 50 Series Prices Jump Up to 30% in South Korea Amid Memory and Wafer Cost Hikes
South Korean importers and distributors report price increases of up to 30% on Nvidia's GeForce RTX 50 series graphics cards, driven by rising GDDR7 memory costs and TSMC wafer price hikes, with the flagship RTX 5090 seeing the steepest jump.
2 outletsbusinessCXMT Reportedly Weighs Second Beijing Memory Fab to Expand DRAM Output
China's CXMT is reportedly considering a second DRAM fab in Beijing, seeking government-linked funding as it tries to close the gap left by Samsung and Micron's focus on AI-driven HBM chips.
2 outletshardwareTSMC Accelerates 1.4nm Chip Fab Timeline Using AI and VR Technology
TSMC's next-generation A14 (1.4nm) fab in Taiwan is reportedly on track for completion by April 2027, ahead of internal schedules, as the company deploys artificial intelligence and virtual reality tools to manage construction risks and speed up development.
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