1. Foreign media: Changxin Technology will shake the global memory industry's monopoly. 2. SK Hynix refutes concerns about a slowdown in AI investment: it will remain stable after next year. 3. SK Hynix's Q2 operating profit increased nearly sixfol

2026-07-29

1. Foreign media: Changxin Technology will shake the global memory industry's monopoly. 2. SK Hynix refutes concerns about a slowdown in AI investment: it will remain stable after next year. 3. SK Hynix's Q2 operating profit increased nearly sixfold, but still fell short of market expectations. 4. SK Hynix: HBM4 production will be expanded in the second half of the year. 5. Reports indicate that 3D IC logic-memory integration is gaining momentum, and DRAM market customization is accelerating. 6. The AI boom is driving data storage demand, and Seagate Technology's Q4 profits soared. 7. Seagate Technology: Customers have not reduced capital expenditures, and many manufacturers have extended their plans to beyond 2029. 8. Institutions: Q2 smartphone memory prices increased by more than 80% quarter-on-quarter. 9. Storage and memory solutions company ScaleFlux released a PCIe Gen6 NVMe SSD controller and a CXL 3.2 Type 3 memory controller.