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Shares of SK Hynix and Samsung dropped about 9% and 7% respectively in Seoul following news that China's CXMT will launch DDR5 server memory by the end of 2026. CXMT is using a 4F² memory-cell architecture to increase chip density and manufacturing efficiency despite U.S. equipment restrictions. The sell-off was further impacted by the end of $39 billion in share buyback support and tightened local restrictions on leveraged ETFs.
Content history (2)
- 2026-10-13 · Summary · vi · Replaced stored textCổ phiếu của SK Hynix và Samsung giảm mạnh khi làn sóng bán tháo bộ nhớ bùng phát ở châu …Cổ phiếu của các hãng sản xuất chip hàng đầu Hàn Quốc lần lượt giảm khoảng 9% và 7% tại S…
- 2026-10-13 · Title · vi · Replaced stored textSK Hynix and Samsung Plunge as Memory Rout Hits AsiaSK Hynix và Samsung lao dốc khi làn sóng bán tháo bộ nhớ càn quét châu Á
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Key sources
- SOURCE@liquidtrading“China's $CXMT announced progress on a new 4F DRAM memory-cell architecture designed to increase chip density and efficiency”x.com
- SUPPORT@firstsquawk“NASDAQ CLOSES 0.43% LOWER AT 27,248.36, DOWN 117.81 POINTS”x.com
- SUPPORT@melvininvests“CXMT has already captured roughly 9.5% of global DRAM revenue, up from 7.6% the previous quarter, making it the fourth largest DRAM manufacturer globally”x.com
- SUPPORT@tengyanai“a 32GB DDR5 server module is still up ~20% on spot over the past month”x.com
- SUPPORT@kalshi_finance“Micron $MU falls nearly 4% as Chinese memory chip competition intensifies”x.com
- SUPPORT@tengyanai“the market is selling sk hynix harder than samsung on china's CXMT news, about -9% vs -7% by late morning in seoul”x.com
- SUPPORT@dmjk001“韩国芯片制造商“能否将上升周期延续到 2028 年及以后存在不确定性，这似乎正在压制其估值和股价”x.com
- SUPPORT@amitisinvesting“We saw this last week with the HDD manufacturing capacity increase by Toshiba that took $STX and $WDC down 20%”x.com