https://mediapresser.com/tags/dram/ Recent content in dram on Media Presser Hugo -- gohugo.io en-us Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/moonshots-35b-valuation-and-cxmts-464b-market-cap-put-the-chinese-ai-stack-in-hong-kong/ Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/moonshots-35b-valuation-and-cxmts-464b-market-cap-put-the-chinese-ai-stack-in-hong-kong/ Moonshot AI closed a $3.5 billion round at a $35 billion valuation, having initially targeted somewhere between $1 billion and $2 billion, and plans a Hong Kong listing as early as this year. CXMT’s IPO prospectus disclosed that Alibaba holds a stake of nearly 5%, now worth more than $20 billion, against a closing market capitalization of roughly $464 billion on July 28. One model developer and one DRAM manufacturer, heading for the same venue, at valuations set almost entirely by domestic capital. https://mediapresser.com/samsungs-1814-profit-jump-kioxias-30x-and-a-memory-sector-that-sold-off-anyway/ Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/samsungs-1814-profit-jump-kioxias-30x-and-a-memory-sector-that-sold-off-anyway/ Samsung reported second-quarter revenue of roughly $118.1 billion, up 130% year over year and a shade under the $118.9 billion consensus, alongside operating profit of about $61.46 billion, up 1,814% against a $60.68 billion estimate. Revenue missed. Profit did not. The distance between those two facts is the entire memory cycle compressed into a single print: sales slightly more than doubled while operating income went up eighteen-fold, which is only arithmetically possible when the incremental bit sells at a price the cost base was never built to justify.