2026-02-12
TLDR: Memory 3 major, HBM4 concerns, China concerns, capex concerns all irrelevant as long as Al stays robust. (comments by MS) It has been reported that the production capacity of Changshin Memory Technology (CXMT) peaked in the fourth quarter of last year and is now facing
Bloomberg
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
2025-12-24
· Prosecutors have indicted 10 former Samsung Electronics and SK Hynix executives for leaking semiconductor technology to China. · Former Samsung Electronics executive A transferred to China's Changxin Memory Technology (CXMT) to secure 10-nanometer DRAM process technology,
The Asia Business Daily
South Korean prosecutors allege China's CXMT mass-produced 10nm-class DRAM using leaked Samsung tech, indicting 10 employees who previously worked for Samsung
executives and researchers allegedly leaked DRAM technology to China-based CXMT, resulting in trillions of losses in Korean Won https://www.tomshardware.com/ ... @hedgedworld : · P...