[ORGANIZATION]

ChangXin Memory Technologies (CXMT)

Featured in 13 tracked stories · first seen 3 months ago

Situations

[ACTIVE] [BUSINESS] [US] [JP] [BR]

SanDisk AI rally continues amid index inclusion and risks

47 clusters · 93 sources · last updated 1 day ago

Latest: Sandisk prepares for fiscal Q1 FY27 earnings report

SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Following its February 2025 separation from Western Digital, the company has become a top performer in the S&P 500. In Sep

[ACTIVE] [TECHNOLOGY] [NL] [US] [CN]

ASML: AI demand, regional shifts, and technological roadmaps

49 clusters · 345 sources · last updated 2 days ago

Latest: ASML economic impact in Netherlands rises amid AI demand

ASML continues to lead the semiconductor lithography market, driven by AI-related chip demand. The company is prioritizing its Laser-Produced Plasma (LPP) technology, aiming to increase power from 500W to 1,000W. In a ma

[ACTIVE] [TECHNOLOGY] [CN] [US] [KR]

Apple faces U.S. opposition over Chinese memory sourcing

20 clusters · 263 sources · last updated 5 days ago

Latest: YMTC overtakes Samsung in NAND flash market share

Apple’s efforts to diversify its memory supply chain by adding China’s CXMT and YMTC as suppliers face intensifying political and corporate opposition. While Apple is exploring these options to mitigate a global memory c