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11/2（一）
China’s CXMT defends push into new DRAM architecture as US…
Chinese memory chip giant ChangXin Memory Technologies (CXMT) is pressing ahead with an alternative chip architecture that US rival Micron Technology has chosen to bypass, highlighting an industry divide over how best to pack more data onto silicon under cost and geopolitical constraints. The Hefei-based company planned to send customers samples of its first server-grade dynamic random-access memory (DRAM) product built on the 4F² architecture by the end of this year, according to a summary of...
#ChangXin Memory Technologies#DRAM#Scott DeBoer#SK Hynix#Samsung Electronics#Washington
南華早報10/30（五）
〈財報〉Q3營收年增613%仍有隱憂！長鑫業績透露記憶體漲價阻力
長鑫科技前三季營收2,690.2億元、年增逾8倍，淨利1,320.4億元，較去年虧損53億元轉盈。 第三季營收1,187億元、年增613%但季增放緩，淨利544億元與前季大致持平，顯示成長降溫。 AI帶動HBM需求排擠DRAM供給，長鑫市占升至10%並擴產升級；但漲價壓抑需求，獲利恐趨平。
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