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Memory makers flush with $90bn cash flow on AI gold rush - asia.nikkei.com
Memory chip manufacturers generated $90 billion in cash flow amid surging AI infrastructure demand, driving capital investment and market consolidation.
Aug 1, 2026
Sources: CXMT expelled Huawei-linked SiCarrier staff from its R&D zone amid a pricing dispute, as Chinese memory makers flex their newfound clout to hike prices (Reuters)
ChangXin Memory Technologies (CXMT) expelled Huawei-linked SiCarrier staff from its R&D zone during an ongoing pricing dispute, reflecting shifting power dynamics among Chinese semiconductor firms.
Jul 25, 2026
Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all - The Register
The article characterizes memory chip manufacturers as subject to extreme cyclical volatility, with the current AI-driven demand surge representing an unprecedented and destabilizing boom phase.
Jul 12, 2026
Memory Chips and China, Microsoft and Chinese Models
The article discusses the potential risks of China's growing influence in the memory chip industry and its implications for Microsoft.
Published Jun 23, 2026 · Analyzed Jul 5, 2026