Chinese Memory Makers Expand Market Share

YMTC and CXMT are expanding production capacity with new chip factories for NAND-Flash and HBM, benefiting from state subsidies and aggressive pricing strategies.

DRAM manufacturers' stock prices stabilize after TurboQuant impact

Google's TurboQuant data compression method initially caused DRAM manufacturers' stock prices to fall, but they have since stabilized. The method primarily affects NAND memory demand, with less impact on HBM producers.

Kioxia achieves 4.8 billion vector database on single server

Kioxia achieves 4.8 billion high-dimensional vector search database on single server, accelerates indexing 7.8 times using GPUs, collaborating with NVIDIA for AI applications.