Solidigm weighs first US NAND fab, explores upstate New York
Solidigm, the US NAND flash subsidiary of SK Hynix, is considering building its first NAND manufacturing plant in the US, with upstate New York emerging as a leading candidate.
Analysis: China’s 15th five-year plan spotlights diamond for AI chip thermal management
Winbond cements server NOR lead with Infineon deal
Corning to raise display glass substrate prices 15% from 4Q26
CXMT eyes NAND amid global shortage, taking aim at YMTC
ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China’s leading DRAM supplier closer to the core market of domestic rival Yangtze Memory Technologies (YMTC) as enterprise storage becomes a bigger part of the memory growth story.
Doosan commits KRW968 billion to CCL expansion as demand strains capacity
China’s AI data center token costs hinge on access to advanced GPUs
China’s memory push gains ground across LPDDR6, advanced NAND, with HBM still the test
AI is reshaping the global memory industry, tightening supply while creating an opening for China’s domestic suppliers. With Samsung Electronics, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) and high-end server memory, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are gaining ground in conventional DRAM, mobile memory, and NAND Flash.
CoreWeave launches US$3 billion bond sale amid growing revenue, debt
CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The neocloud, which has sharply ramped up its infrastructure spending over the past year, has secured a growing customer base but faces concerns over financial sustainability amid intense competition and fears of an AI slowdown.