DRAM.NB

TradingKey - During the Asian trading session on September 7, SK Hynix shares closed up 8.26% at 1.783 million won. Meanwhile, the company's progress in advanced DRAM process transitions has also attracted market attention.

TradingKey - On September 1, Asia-Pacific time, the South Korean government unveiled its 2027 budget proposal, with total expenditure reaching 820.9 trillion won (approximately $597 billion), up 12.8% year-on-year. This marks a record high for South Korea's annual budget growth, surpassing the 10.6% recorded during the 2009 global financial crisis.

TradingKey - On August 27 Asia-Pacific time, Kioxia Holdings and SanDisk (SNDK) jointly announced plans to invest over 5 trillion yen (equivalent to $31 billion) in Japan over a six-year period to expand memory chip production capacity. The funds will be allocated toward infrastructure construction and related technology upgrades at the Yokkaichi and Kitakami plants to meet rising memory demand driven by growth in AI and data-centric businesses.

TradingKey - The expansion of AI computing power is driving up data center storage demand. Although HDDs receive less attention in AI storage discussions than high-performance storage media like HBM and NAND flash, they handle the long-term storage of AI training data, inference logs, and model versions.

TradingKey - During the Asian session on August 20, market sources reported that Samsung Electronics plans to finalize and announce a shareholder return plan exceeding 100 trillion won (approximately $71.9 billion) after holding its board meeting this month.

TradingKey - On August 17 ET, Micron Technology (MU) closed at $1,011.75, up 4.13%, reclaiming the $1,000 mark for the first time in over a month and bringing its cumulative rebound from its July low to 36%.