ChangXin Memory Technologies said that its sixth-generation process technology platform based on 4F ² vertical-channel DRAM architecture has completed engineering sample validation, and must still undergo client-side validation before entering mass production.

# Technology Developments # DRAM # memory chips # Engineering sample # 4F ² architecture

MarketNews10/29, 08:59

Samsung Electronics disclosed 2026 third-quarter net profit for 75210000000000 Korean won, up year on year by 526.39%

Samsung Electronics disclosed 2026 third-quarter revenue for 195250000000000 Korean won and net profit attributable to the parent company of 75210000000000 Korean won, which rose sharply driven by AI demand for memory chips.

# Industry Insights # Samsung Electronics # AI Semiconductors # HBM # DRAM

MarketUnverified10/28, 10:58

Large Chinese cloud service providers in talks with Samsung and SK SK hynix on long-term memory supply, with some proposing terms through 2035 year

Large Chinese cloud service providers, including Alibaba, Tencent, and ByteDance, are in talks with Samsung Electronics and SK SK hynix on long-term server memory supply agreements, with some customers proposing terms through 2035 year. The procurement scope covers DDR and LPDDR。

# Industry Insights # server memory # DRAM # DDR # LPDDR

MarketNews10/28, 08:53

SK SK hynix says that in the future 3 year DRAM and HBM capacity is essentially sold out, and HBM4E samples have been shipped

SK SK hynix stated that, as of 2029 year,DRAM and HBM capacity is essentially sold out,HBM4E samples have been shipped, and HBM4 development and certification are in line with customer schedules.

# Industry Insights # SK SK Hynix # DRAM # HBM # HBM4

MarketNews10/27, 15:37

Report: Alibaba, Tencent, and ByteDance negotiate 2035-year DRAM long-term supply agreements

According to Korean media, Alibaba, Tencent, and ByteDance are negotiating long-term supply agreements for server memory with Samsung Electronics and SK SK hynix, with some terms potentially extending to 2035 years.

# Industry Insights # Server memory # DRAM # DDR # LPDDR

MarketUnverified10/20, 15:02

BlockBeats says Goldman Sachs raised ChangXin Technology's target price and is optimistic about G5 DRAM mass production

BlockBeats says that Goldman Sachs maintained a “Buy” rating on ChangXin Technology and raised its 12-month target price to 130 yuan, citing its stated Q3 revenue guidance and G5 DRAM mass-production plan. The relevant research report and company disclosures were not provided with the coverage.

# Industry Insights # ChangXin Technology # Goldman Sachs # DRAM # Earnings expectations

MarketNews10/19, 16:47

Cathie Wood Is Bullish on Memory Chips; BofA Says Conditions for Buying the Dip in Risk Assets Are Not Met

BlockBeats reported that Cathie Wood believes memory chips have entered a buying range, while a BofA strategist said that the prerequisites for returning to risk assets have not yet been met. The report also mentioned DRAM、NAND contract-price increases and pressure on smartphone shipments.

# Industry Insights # memory chips # Risk assets # DRAM # NAND Flash

MarketNews10/16, 21:59

ChangXin Technology expects 2026 to turn losses into profits in the first three quarters of the year

According to PANews, ChangXin Technology expects 2026 revenue for the first three quarters of the year to be 265000000000 yuan to 270000000000 yuan, and net profit to be 131000000000 yuan to 132500000000 yuan, compared with a loss of 5280000000 yuan in the same period last year. The company said that AI demand for computing power and DRAM improved industry conditions have driven products into short supply and pushed up prices.

# Industry Insights # ChangXin Technology # Earnings outlook # DRAM # AI computing power

MarketNews10/13, 10:06

ChangXin Memory Technologies was reportedly set to launch by year-end next-generation server memory chips using the 4F ² architecture

ChangXin Memory Technologies President Cao Kan-yu reportedly said that the company would launch next-generation data-center server memory chips using the 4F ² architecture by year-end. After the news was released, Samsung,SK SK hynix, and Micron shares fell.

# Industry Insights # memory chips # DRAM # 4F ² architecture # Data Center

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