Subject


Semiconductors


2026-06-29

[News] Asian Memory Makers Turn to U.S. Capital Markets: SK hynix and Kioxia Advance ADR Plans

As AI-driven memory demand continues to outpace supply, leading Asian memory makers are accelerating capital market strategies to support large-scale expansion. Notably, SK hynix and Kioxia have both advanced plans to issue U.S. depositary receipts (ADRs), underscoring a broader push to tap U.S. inv...

2026-06-26

[News] Lenovo Reportedly Sees Higher Memory Prices Becoming the New Normal Into 2030

As Micron noted in its earnings call that tight market conditions are likely to persist beyond 2027, Lenovo is taking a more cautious stance. Wccftech, citing company management, reports that Lenovo sees higher memory pricing as potentially settling into a “new normal” well into 2030 and beyond....

2026-06-26

[News] Apple Reportedly Reshapes M-Series by Skipping M6 Pro and Max, Shifting High-End Chips to M7 in 2027

As Apple rolls out price increases across its iPad and MacBook lineup amid soaring memory costs, the company may also be preparing a major shake-up to its M-series roadmap. Citing Bloomberg, Wccftech reports that Apple plans to debut the M6 later this year without Pro or Max variants—marking an un...

2026-06-26

[News] YOFC Achieved World’s First 1.2Tb/s Per-Wavelength Transmission Over Hollow-Core Fiber

On June 16, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC) announced the successful completion of the world’s first field-trial hollow-core fiber (HCF) wavelength-division multiplexing (WDM) transmission system capable of delivering 1.2Tb/s per wavelength over an ultra-long unr...

2026-06-26

[News] Micron Reportedly Acknowledges China’s Memory Progress While Noting Output Remains Largely Domestic

Amid market chatter that big tech firms are reportedly evaluating Chinese memory products, Micron, during its earnings call, acknowledged the country’s progress in memory development. South China Morning Post, citing Micron Chief Business Officer Sumit Sadana, reports that both CXMT and YMTC have ...

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