Apple Tests CXMT DRAM for Sales in China
By: x.com|2026/07/08 00:40:24
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Apple has begun testing CXMT's DRAM, which is planned for use in Apple devices sold in China.
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The forecast for spending on front-end semiconductor equipment (WFE) in 2026 has been raised to $150 billion (approximately 207.75 trillion won). The demand for AI servers is likely to stimulate investments in memory and foundries.
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Micron Signs 16 Long-Term Contracts, Securing 20% of DRAM and One-Third of NAND
Micron Technology (MU) has signed 16 strategic customer contracts to meet the demand for memory in AI servers. The contracts cover approximately 20% of DRAM and one-third of NAND from 2026 to the end of 2030.
2027 DRAM and HBM Capacity Sold Out
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