SemiAnalysis Analyst Claims Changxin Storage's HBM Technology is 3 to 4 Years Behind
By: www.cnbc.com|2026/07/14 02:01:38
0
Share
Prefer us on Google
On July 14, SemiAnalysis analyst Ray Wang stated in an interview with CNBC that demand for HBM will be strong in 2026, with Samsung and SK Hynix shifting wafer production capacity towards HBM and reducing investments in conventional DRAM. Ray Wang pointed out that in a market where HBM is in short supply, the HBM output of the two Korean manufacturers translates into profits, and Samsung's increase in market share does not mean that SK Hynix is harmed, as the limiting factor is wafer output. Regarding Changxin Storage (CXMT), Ray Wang mentioned that the company holds about 10% of the DRAM market share but is approximately three years behind in process technology and three to four years behind in HBM. He believes that most of the new supply will arrive in the second half of 2027, and supply will still be insufficient in 2028, only slightly alleviating the situation.
-- Price
--
--
--
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like
Singapore's July Consumer Prices Rise 2.2%, Below Expectations of 2.3%
Gasoline Consumption Reaches 46.5 Million Barrels in First Half of the Year
In the first half of this year, domestic gasoline consumption was recorded at 46.58 million barrels, marking the highest level for any first half of the year. While total petroleum product consumption decreased, gasoline consumption increased, reflecting the effects of the maximum oil price system.
Cargo Exports Through Moldova Reached 1.5 Million Tons
₩10.9 Trillion in Fiscal Inflow, Surplus in Reserve Funds Expected on 14th
SK Hynix: AI Data Center Competition Shifts to Overall Infrastructure Architecture
US July Core CPI Expected at 2.5% Year-on-Year
U.S. Employment Increased by 80,000 in July, Unemployment Rate Expected to Remain at 4.2%
Itaú Reports R$ 12.4 Billion Profit in Q2 2026: What ROE Indicates
Jensen Huang Highlights AI Investment Outlook of $7.9 Trillion and Emphasizes Power Efficiency
Jensen Huang, founder and CEO of NVIDIA ($NVDA), identified the expansion of computing resources and improvement of power efficiency as key challenges in the spread of AI. Data centers process...
NVIDIA Adjusts Rubin Ultra HBM Specifications to Alleviate Supply Pressure
River Loses Four Matches and Fails to Complete the Bench
In the defeat against Rosario Central, the Millonario had only eight replacement players. Against Gimnasia y Esgrima La Plata, Barracas Central, and Aldosivi, this measure was repeated.
Williams: AI Investment Demand Driving Price Increases in Certain Items
John C. Williams, President of the Federal Reserve Bank of New York, diagnosed that the demand for artificial intelligence (AI) infrastructure is pushing up the prices of certain items such as semiconductors and power equipment. AI investment...
Serenity: AI Data Center InP Laser Supply Gap Exceeds Storage Chips
IREN Secures 85% of AI Cloud Contracts, $400 Billion Target in Sight
IREN secures 85% of AI cloud contracts, aiming for a $400 billion target. AI data center specialist IREN closed at $36.80 on Friday, down 3.8% from the previous day...
Southern Mining and Processing Plant Suspends Production Due to Russian Attacks on Commercial Vessels
Coin Company CEO Sentenced to 6 Years and 6 Months for NFT Fraud
A CEO of a coin company who defrauded investors of over 3 billion won through an NFT business has had his sentence partially reduced in an appeals court.
Institutional Investors Change Criteria for Crypto Project Evaluation
According to Hacken on the 13th, institutional investors are no longer assessing the safety of crypto projects solely based on smart contract audits. The accumulated audit history over the past few years shows that...
JPMorgan advises reducing leverage in positions, SOX rises 88% in a single quarter
According to ChaoXiang Research, the latest global semiconductor weekly report from JPMorgan points out that the Philadelphia Semiconductor Index saw an increase of 88% in the second quarter, marking the strongest single-quarter performance in the index's history. However, institutions believe that ...
Citigroup: OpenRouter open-source model token share skyrockets to 65%, with price differences between Chinese and American models reaching dozens of times
According to a report by Reuters, the latest data released by Citi shows that driven by the demand for companies to cut AI spending, the market adoption rate of low-cost open-source models is rapidly increasing. In June of this year, the proportion of open-source model Tokens processed on the AI agg...
Upscale AI completes $190 million financing with a valuation of $2 billion, led by Premji Invest, with participation from Nvidia and others
AI infrastructure startup Upscale AI announced the completion of a new round of financing totaling $190 million, with investors including NVIDIA and Salesforce Ventures. Following this round of financing, the company's valuation has reached $2 billion.This round of financing is part of its Series A ...
Trump: Will quickly end the war in Iran
According to a report by CCTV cited by Jinshi, U.S. President Trump stated at a campaign event in Wisconsin on the 5th that he would quickly end the conflict with Iran, thereby eliminating an important factor contributing to high prices.As the midterm elections approach, public opinion in the U.S. g...
The UK House of Lords committee urges regulators to relax stablecoin rules
According to The Block, the UK's House of Lords Financial Services Regulatory Committee pointed out that the UK is lagging behind the US and the EU in stablecoin regulation.The committee urged the Bank of England and the Financial Conduct Authority (FCA) to revise several proposals, including recons...
Bitcoin hardware wallet manufacturer Foundation has completed a $6.4 million financing round, led by Fulgur Ventures
According to The Block, Bitcoin hardware wallet manufacturer Foundation has completed a new round of financing of $6.4 million, led by Fulgur Ventures with participation from Arche Capital and others, aimed at expanding from Bitcoin self-custody wallets to scenarios such as identity, multi-factor au...
Analyst: The interest rate decision will become the main driving factor for the market, focusing on the impact of the Middle East conflict
According to Jinshi reports, Danske Bank analyst Asger Wilhelm Dalsjo stated in a report that as the Middle East conflict enters its ninth week, central banks will assess its current impact and future expectations. This week, the Bank of Japan, the Bank of Canada, the Federal Reserve, the Bank of En...
The S&P 500 index has reached a historic high, and the pricing of market risk has undergone a change
According to Jinshi reports, the S&P 500 index reached a record high during Wednesday's trading session, marking the first new high since the outbreak of the Iran war. The market's expectations for a de-escalation of the war situation and strong earnings forecasts have attracted investors back to ri...
Dutch International: US inflation data may support the dollar's trend
According to Jinshi reports, ING analyst Francesco Pesole stated that if the U.S. CPI data shows a significant acceleration in March inflation driven by rising energy prices due to the Iran war, the dollar may gain support.Although the situation in the Middle East remains a major driving factor, the...
The growth rate of monthly active users in Latin America is three times that of the United States, with stablecoins as the core driving force
According to the annual report from the Argentine cryptocurrency exchange Lemon, the growth rate of monthly active users in Latin America in 2025 is three times that of the United States, with the total regional digital asset inflow exceeding $730 billion for the year, a year-on-year increase of ove...
Holdstation suffered a hacker attack, losing 462,000 USDT. Services have been suspended and a full compensation has been promised
According to GoPlus monitoring, the account abstraction solution Holdstation suffered a supply chain attack, where the attacker stole developer session tokens, bypassed two-factor authentication, and injected malicious code into application updates, resulting in the theft of user funds.The attack re...
Analysts: The European Central Bank is expected to raise interest rates as early as next week, facing tough choices regarding oil prices and policies
According to Jinshi reports, KBC Bank analysts stated in a report that the bank expects the European Central Bank to raise interest rates at next week's policy meeting or in April.Analysts pointed out that if there is no unexpected ceasefire this weekend, the European Central Bank will face oil pric...
U.S. housing inflation remains stable, February CPI impact weakens
According to Jinshi reports, in February, the inflation of housing prices in the United States (including owner-occupied homes, rental properties, and accommodations) continued to ease. Housing accounts for nearly half of the core CPI, and its gradual slowdown over the past three years has been an i...
Singapore's July Consumer Prices Rise 2.2%, Below Expectations of 2.3%
Gasoline Consumption Reaches 46.5 Million Barrels in First Half of the Year
In the first half of this year, domestic gasoline consumption was recorded at 46.58 million barrels, marking the highest level for any first half of the year. While total petroleum product consumption decreased, gasoline consumption increased, reflecting the effects of the maximum oil price system.
Cargo Exports Through Moldova Reached 1.5 Million Tons
₩10.9 Trillion in Fiscal Inflow, Surplus in Reserve Funds Expected on 14th
SK Hynix: AI Data Center Competition Shifts to Overall Infrastructure Architecture
US July Core CPI Expected at 2.5% Year-on-Year
...
Contents
Latest articles
08/25/2026
Latest coin listings on WEEX
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com
