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Stories connected through a shared idea, actor, technology or theme.
Micron warns AI demand will keep DRAM supply tight through 2028Micron reported a 90% gross margin in datacenter DRAM and said much of its 2027 output is already committed at higher prices. The company plans $25 billion in capital expenditure in the first half of fiscal 2027, with new factories expected to arrive in 2028.→China’s top DRAM maker sues Pentagon over military-company listingChangXin Memory Technologies sued the US Defense Department over its inclusion on a list of Chinese companies the US says support Beijing’s military. CXMT says it is a civilian DRAM maker and seeks removal, adding litigation pressure to the geopolitical controls surrounding advanced memory.→CXMT begins mass production of LPDDR6 for Xiaomi’s 18 FoldReuters reported that CXMT has started mass production of LPDDR6 and will supply it to Xiaomi’s upcoming 18 Fold, expected in September. Xiaomi confirmed the supply relationship, making CXMT’s latest mobile DRAM a component in a mainstream device launch.→