China Is So Desperate for AI Memory That It’s Producing Chips With a 70% Failure Rate

The country’s largest DRAM maker is expected to push ahead with limited production of advanced memory chips in the next two months.

SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too

SK Hynix (SKHY +10.12%), the South Korean memory chipmaker, reported its third-quarter earnings on Oct. 28, and the results ...

Exclusive-China's CXMT to start advanced AI memory production despite poor yields, sources say

Oct 28 (Reuters) - China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with ...

Micron stock advances as rival SK Hynix fuels AI frenzy with two bombshells

Micron stock advances as SK Hynix earnings fuel enthusiasm for memory-chip companies.

Stock Market Today, Oct. 28: SK Hynix Surges on Record Q3 Results and AI-Memory Demand

Today, Oct. 28, 2026, the memory chipmaker posted a seven-fold operating profit jump, signaling tight supply in AI-driven ...

Does Jensen Huang Know Something Wall Street Doesn't? Nvidia's CEO Sees No Signs of Memory Demand Fading by 2029

Although the memory industry has historically been highly cyclical, Nvidia CEO Jensen Huang thinks this cycle is different.
24/7 Wall St.

SK Hynix Jumps 7%, Micron Rises 3% on Memory Shortage Call Through 2030 While Seagate Slips Despite Upbeat Guidance

Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a ...

SK Hynix hits record revenue as AI memory boom drives DRAM prices higher

SK Hynix Inc (NASDAQ:SKHY), the South Korean memory chipmaker, reported quarterly revenue above 100 trillion won for the first time, reaching 104.62 trillion won (about $79 billion) in the third ...
The News International

China's CXMT to press ahead with advanced AI memory production despite low yields

ChangXin Memory Technologies is moving forward with limited production of advanced HBM3E high-bandwidth memory chips despite ...
The Stack

SK Hynix: The memory shortage will continue through 2030

South Korean chip company SK Hynix expects strong demand and tight supply for memory chips will persist, prompting the ...
BIOENGINEER

Single Germanium-Telluride Material Yields Both Memory Cell and Selector

Researchers built a monolithic one-selector one-resistor cross-point memory device from a single GexTe1-x material system, ...

Memory Semiconductors Move Into the Spotlight as AI Investment Theme Gains Momentum

Artificial intelligence has become one of the defining investment themes of the decade, with billions of dollars being invested in AI software, cloud infrastructure, data centres and next-generation ...