Company Analysis
CXMT’s IPO Changes the DRAM Map—But Not the AI Memory Hierarchy Yet
CXMT’s listing gives China’s largest DRAM maker far more capital to expand. Its near-term impact, however, will be felt more in China’s…
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Company Analysis
Samsung Electronics: How Durable Is the Earnings Surge?
Samsung Electronics has moved from an earnings recovery into a period of record profitability, driven overwhelmingly by memory. The more important question…
Company Analysis
SK Hynix’s 2Q26 Earnings: Record Margins, but the Memory Supply Gap Has Not Closed
SK hynix’s second-quarter results reflect more than another strong quarter for high-bandwidth memory. Pricing power has expanded into server DRAM and enterprise…