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The DRAM Market Just Got a New Giant. For 20 years, it was Samsung, SK Hynix, Micron. Now meet CXMT — China's fastest-scaling DRAM maker, riding the AI memory supercycle. Now tradeable on Bybit.

《海力士女孩：从上杠杆到上钟》 ——传说，最美的 AI 夏天还未到来 今天韩国股市暴跌 6%，三星、SK 海力士跌幅巨大，触发今年第 42 次触发交易熔断，突发奇想，用 AI 创造了一篇“海力士女孩”的小说，折射大家的疯狂和欲望。 注意：本小说人物与市场情节均属虚构，文中人物均为成年人，如有雷同纯属巧合！ ⸻ 1️⃣序章：历史新高 林晚第一次上钟的那个夜晚，海力士创下了历史新高。 财经软件弹出通知时，她正站在香港一间酒店的浴室里，对着镜子涂口红。 鲜红色。 领班唐姐说，今晚的客人喜欢艳一点的。 她刚洗完澡，水珠沿着肩膀滑进黑色吊带裙里。镜子里的女人皮肤白得近乎透明，锁骨清晰，眼神却像一口已经枯掉的井。 手机又震了一下。 SK Hynix：+11.72%。 股价突破她曾经无数次在采访中喊出的目标位。 新闻标题写着： HBM 新周期正式开启，海力士市值创下历史纪录。 林晚盯着那行字看了很久，忽然笑了。 三年前，她押上海力士，赚到了一百三十七亿。 两年前，她因为海力士，一夜之间失去了一切。 而现在，那个毁掉她的标的，终于涨到了她当初预测的位置。 方向没有错。 只是她没活到答案兑现的那一天。 房门外响起敲门声。 唐姐隔着门提醒： “晚晚，十九楼，套房 1908。” “客人点名要你。” 林晚拿起香水，在耳后轻轻喷了一下。 “什么人？” “不知道，姓顾。” 她握着香水的手，停在了半空。 午夜十二点，房间里的钟敲响第一声。 林晚推开 1908 的门。 男人背对着她，站在维港的夜色前。 他比两年前瘦了一些，头发也白了不少，但肩膀依旧挺直，像什么都没有发生过。 听见脚步声，他慢慢转过来。 “林总。” 顾晋城端起酒杯，对她笑了一下。 “好久不见。”

“I believe a lot of the investors regard SK hynix as a leader of [the] AI industry, especially in the memory chip space.” @SKhynix CEO Kwak Noh-Jung reflects on their ADR listing and shares his vision for the AI era through their full-stack AI memory innovations. #NasdaqListed#

We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.

$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some products CPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs. - Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.