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Memory chips

TYPE
Topic
SIGNALS
5
FIRST SEEN
Sep 8, 2026
LAST SEEN
Nov 2, 2026

Recent signals

  • NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing (Bloomberg) Nov 2, 2026
  • CXMT reports Q3 revenue of ~$16.7B, up 613.2% YoY, and a net profit of ~$8.17B, swinging to profitability on the back of rising AI-driven memory chip prices (Reuters) Oct 30, 2026
  • Kioxia Warns Flash Memory Price Hikes Slowing After Outlook Miss Oct 30, 2026
  • Sources: Chinese DRAM leader CXMT is preparing to expand into flash memory, competing with Samsung and domestic rival YMTC amid an AI-driven memory shortage (Reuters) Sep 18, 2026
  • Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises Sep 8, 2026
RELATED
  • Kioxia
  • Reuters
  • CXMT
  • Samsung Electronics
  • SK Hynix
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