# memory
Latest news and articles about memory
Total: 6 articles found
China’s Growth Board Rebounds as Memory Stocks Spark a Risk-On Rotation
China’s ChiNext index climbed 1.41% as storage‑chip and related technology stocks led a narrow market rally, while the Shanghai Composite dipped and turnover contracted. The move highlights investor interest in domestic memory supply‑chain plays amid longer‑term strategic and supply considerations, but the concentration of gains and lower volume point to elevated short‑term volatility risk.
Midea’s MevoX Pushes Smart Homes from Remote Control to Cognitive Spaces
Midea unveiled MevoX, a self‑evolving home intelligence agent, and pledged over RMB 60 billion to AI and embodied intelligence over three years. The company is targeting two persistent technical gaps—reasoning (inference) and memory—to move smart homes from device control to proactive, context‑aware spaces, while signalling a strategic pivot from hardware sales to platform and service revenue.
When Memory Rules: How HBM Is Rewriting the Economics of AI Chips
The AI chip competition has pivoted from raw compute to memory capacity and bandwidth as HBM and advanced packaging now dominate costs and performance requirements. Persistent HBM shortages and soaring prices favour cloud buyers who prioritise memory-rich GPUs and push chipmakers toward software and system optimisations to reduce memory demand.
Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength
Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.
Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026
Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.
Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch
A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.