Chips & Infrastructure · first seen 13 October 2026, 02:31 UTC
Asian memory chip stocks sell off despite strong AI demand
Memory is a key AI bottleneck, and CXMT's 4F DRAM progress shifts the competitive picture.
Samsung, SK Hynix and CXMT shares came under pressure this week as investors doubted whether AI-driven memory profits can last, even as rising prices lifted quarterly earnings. CXMT announced progress on a new 4F DRAM cell architecture with DDR5 server memory planned by end-2026.
Read it at South China Morning Post →
Coverage: 2 sources, in order
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@KirtanShahCFP on X: The latest round of global AI selling is again led by Korea thanks to China. CXMT has announced progress on a new 4F DRAM memory-cell architecture and plans to introduce DDR5 server memory using the technology by the end of 2026.
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South China Morning Post: Why Samsung, SK Hynix and CXMT shares are under pressure despite strong AI demand