As AI computing power demand continues to reshape the DRAM industry cycle, three major financial reports have provided answers. Recently, Samsung, SK hynix, and ChangXin Memory Technologies (CXMT) released their results, confirming the sustained high prosperity in the memory sector: SK Hynix's Q3 revenue rose 328% year-on-year; Samsung's memory business revenue surged 427% year-on-year; CXMT's year-on-year growth rate remained at a high level of 589% to 619%. Amid this boom, questions arise: How
October 30, 2026
Core Summary In Q4 2026, China's AI compute supply chain exhibited significant divergence in memory capacity structure. While contract prices for frontier-generation HBM3E/HBM4 stacks rose to over USD 200–300 per stack, procurement prices for mature-generation (HBM2/HBM2E class) stacks used in mainstream Chinese accelerator cards increased from an initial range of USD 30–40 to USD 95–120 per stack. Channel surveys indicate that driven by early-stage yield ramp-up costs (public reports cite appro
October 29, 2026
Author: Peng Cheng Only a handful of companies globally have achieved mass production of MRAM. For a long time, this track has been dominated by a few top players: Everspin is the only publicly listed company in the world with MRAM as its core business; Samsung and TSMC integrate embedded MRAM into advanced logic processes; NXP applies MRAM to automotive-grade MCUs. Within this small circle, domestic manufacturers are rapidly gaining presence: HikStor Technology's MRAM products have entered mass
October 28, 2026
In recent years, discussions on AI computing power have focused almost exclusively on GPUs. However, a frequently overlooked fact is that as large models enter the phases of long context windows, complex reasoning, and multi-agent systems, actual GPU utilization increasingly depends on whether model weights, KV Cache, and MoE experts can reach the correct compute nodes at the right time. Storage is moving from being a "peripheral device" into the real-time main path of token generation, which is
October 27, 2026
Recently, market research firm Counterpoint released partial smartphone shipment data for the third quarter of this year. Simply put, whether in the global or domestic market, the smartphone industry's performance this quarter has been relatively sluggish. Under the pressure of storage costs, overall shipments have declined. Meanwhile, the smartphone market is experiencing further internal differentiation. In the past, several major leading brands captured most of the market share, presenting a
October 21, 2026
Author | Bao Yonggang, Editor | Liu Wei Leiphone.com has exclusively learned that MemSilicon has completed its Series A funding round of over CNY 400 million. The round was led by Boyuan Capital, with follow-on investments from Bosch Ventures, Chuangling Capital, miHoYo, Zhongguancun Science City Company, GigaDevice Semiconductor, and existing shareholders Furong Investment, CDB Venture Capital, Hengyu Capital, Jinqiu Fund, Shunxi Fund, Xiaomi Strategic Investment, and CAS Star continuing to inc
October 20, 2026
As AI shifts from training to inference and Agentic AI, KV cache, long context, and large-scale data lakes are shifting the pressure from the compute side to the memory and storage side. Relying solely on HBM (High Bandwidth Memory) to stack bandwidth is no longer sufficient; systems need to re-tier across bandwidth, capacity, latency, and energy efficiency. At the recently concluded OCP 2026 Global Summit, the latest showcases from Samsung, SK hynix, Marvell, and DapuStor perfectly outline this
October 20, 2026
Author | Yang Yiting, Editor | Bao Yonggang In 2025, the golden age of the memory industry is unfolding. TrendForce estimates that the global memory industry's output value will reach USD 889.3 billion this year, and will continue to grow by 53% in 2027, approaching USD 842.7 billion. Amid the boom, the supply side is further locked down: the three major memory manufacturers—Samsung, SK Hynix, and Micron—have already finalized the capacity allocation for DRAM (Dynamic Random Access Memory) and H
October 19, 2026
On October 12, major DRAM chip manufacturer Nanya Technology held an investor conference and officially released its Q3 2026 financial report. Not only did its revenue and net profit continue to achieve rapid quarter-on-quarter growth, but they also hit record highs. The gross profit margin reached a record high of 85.7%. Nanya Technology General Manager Li Peiying expects that the average DRAM price will continue to rise in Q3, and there is still room for the gross profit margin to increase. Av
October 15, 2026
Changxin Memory Technologies (CXMT) is expected to launch a new generation of DDR5 RDIMM products by the end of this year, a message revealed by Cao Kanyu, President of CXMT, at the recently held 4th Integrated Circuits and Chiplets Conference. Cao Kanyu delivered a speech at the conference, comprehensively introducing the technological exploration and accumulation of CXMT in DRAM devices, the 4F² architecture, and hybrid bonding, and officially announced that the new generation of DDR5 RDIMM pr
October 12, 2026
Author: Peng Cheng Industrial storage is a low-key yet critical niche market in the semiconductor industry. Unlike consumer-grade storage, which prioritizes capacity and cost, industrial storage focuses more on reliability, such as 24/7 continuous operation, wide-temperature environments from -40 to 125°C, strong vibration and electromagnetic interference, and frequent unexpected power outages. These operating conditions dictate that industrial equipment cannot directly adopt consumer-grade stor
October 12, 2026
Korea Semiconductor Industry Association Releases Report First Quantification of the Technology Gap Between China and South Korea Approximately 1-Year Gap in NAND Approximately 2-Year Gap in DRAM Approximately 3-Year Gap in HBM On September 15, a report released by the Korea Semiconductor Industry Association pointed out that the technology gap between China and South Korea in the memory chip field has narrowed from the previously assessed "over 5 years" to about "one generation." The gap in NAN
October 10, 2026
From its listing on the ChiNext board on April 16 to the announcement of planning an H-share issuance on the evening of August 24, only 130 days passed. The market's initial reaction was almost reflexive: Is it short of cash? But if you know that developing a complete enterprise SSD controller chip + firmware + product validation, from project initiation to mass production, takes over 5 years—you might change your perspective. What they are rushing for is not money, but time. 130 Days: The Marke
October 8, 2026
AI inference KV caches are now large enough to need dedicated storage, as seen with Huawei M900 and NVIDIA CMX. Offloading reusable KVs from DRAM to SSDs trades storage cost for less recomputation, but 1TB DRAM does not equal 1TB SSD; solutions may need 1:N SSD capacity. SSD standards remain fragmented. Externalization mainly eases DRAM, not HBM, while data movement costs persist; CIM may help Prefill. The real cost depends on KV lifetime, reuse, media, and retrieval.
October 8, 2026
Author: Peng Cheng Recently, frequent news has emerged from the NOR Flash market. Market research firm TrendForce released a forecast: with limited capacity expansion for NOR Flash, prices for high-capacity products are expected to rise by another 90% to 110% in the second half of the year, and prices for some models may directly double. The root cause of this round of price increases stems from the concentrated explosion of demand in the AI server and automotive electronics markets. At almost t
October 8, 2026
In recent years, the competition among smartphone manufacturers in AI has basically revolved around a few familiar aspects: model parameters, NPU computing power, and on-device deployment capabilities. Especially in the current era where on-device AI is becoming ubiquitous, AI has become one of the "must-have" features for smartphones. However, as smartphone AI capabilities continue to strengthen, new problems have emerged: chips have greater computing power, and models need to process more data
October 5, 2026
Have you noticed? If you want to change your smartphone recently, the model you like costs hundreds of CNY more than last month; if you are preparing to build a PC, the total price for the same configuration list has increased significantly; if you go to a 4S dealership to check out cars, the salesperson says chip costs have risen and discounts have narrowed. Smartphones, PCs, and cars—three seemingly unrelated industries—are being pushed to raise prices by the same force. This force comes from
September 30, 2026
On September 20, ChangXin Memory Technologies (CXMT) announced the mass production of its 5th-generation DRAM technology platform (G5) at the 2026 World Manufacturing Convention, simultaneously showcasing two 24Gb LPDDR5X products based on this platform. The four key figures provided by the company are: an active area half-pitch of 11.95nm, a capacitor aspect ratio of 45:1, a core functional area height of 6762nm, and at least a 50% increase in die per wafer (DPW) compared to the previous genera
September 21, 2026
On the evening of September 16, Winbond Electronics announced the acquisition of 100% equity in Infineon's NOR Flash and F-RAM businesses in an all-cash deal. This transaction has pushed the two memory products, NOR Flash and F-RAM, back to the center of market attention. Driven by the AI boom and the automotive market, these two previously somewhat subdued memory products are expected to embark on a new growth cycle. Winbond Electronics Acquires Infineon's Memory Business for USD 1.12 Billion W
September 19, 2026
Author | Yang Jingli, Editor | Li Shuiqing According to a report by Zhidx on September 17, on September 1, MLCommons, the global authoritative AI performance evaluation organization, released the MLPerf Storage v3.0 benchmark leaderboard. The YanRong All-Flash AI Storage F9000X secured first place in multiple benchmark tests, fully validating its highly efficient utilization capability of high-speed network bandwidth under extreme AI training workloads. As the AI industry shifts from model train
September 18, 2026
