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Two major people-centered livelihood sectors are quietly taking off #FinanceKnowledge #RealFinanceAndRealLearning Program #SilverEconomy #Services #Recycling
Two major people-centered livelihood sectors are quietly taking off #FinanceKnowledge #RealFinanceAndRealLearning Program #SilverEconomy #Services #Recycling
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The truth behind the thriving entertainment industry #society #financial knowledge #economy #entertainment industry
The truth behind the thriving entertainment industry #society #financial knowledge #economy #entertainment industry
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The strongest El Niño in history has formed. Will extreme disasters become more and more frequent in the future? #ElNino #FinancialKnowledge #PracticalFinanceStudyPlan #ExtremeWeather #ViewingTheWorldFromAnEconomicPerspective
The strongest El Niño in history has formed. Will extreme disasters become more and more frequent in the future? #ElNino #FinancialKnowledge #PracticalFinanceStudyPlan #ExtremeWeather #ViewingTheWorldFromAnEconomicPerspective
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Xi’an exports are “off the charts”! By | Chengduan Communication Xi’an fresh
Xi’an exports are “off the charts”!
According to the latest disclosed data, Xi’an’s imports and exports reached RMB 450.2 billion in the first half of the year. Imports and exports grew 96.2%, while exports jumped 121%. The growth rate ranked first among 15 sub-provincial cities. Among the city data released by the General Administration of Customs, the media has praised it as “a truly unique rocket-like surge.”
With this strong growth momentum—there were already “signs” earlier.
In 2025, Xi’an’s export growth rate has already topped all other sub-provincial cities. This year’s first quarter saw imports and exports up 74.2% year on year, with exports surging 95.9%, also setting a new record and leading the nation.
Xi’an exports are “off the charts”!
By | Chengduan Communication Xi’an fresh
Xi’an exports are “off the charts”!
According to the latest disclosed data, Xi’an’s imports and exports reached RMB 450.2 billion in the first half of the year. Imports and exports grew 96.2%, while exports jumped 121%. The growth rate ranked first among 15 sub-provincial cities. Among the city data released by the General Administration of Customs, the media has praised it as “a truly unique rocket-like surge.”
With this strong growth momentum—there were already “signs” earlier.
In 2025, Xi’an’s export growth rate has already topped all other sub-provincial cities. This year’s first quarter saw imports and exports up 74.2% year on year, with exports surging 95.9%, also setting a new record and leading the nation.
Xi’an exports are “off the charts”!
According to the latest disclosed data, Xi’an’s imports and exports reached RMB 450.2 billion in the first half of the year. Imports and exports grew 96.2%, while exports jumped 121%. The growth rate ranked first among 15 sub-provincial cities. Among the city data released by the General Administration of Customs, the media has praised it as “a truly unique rocket-like surge.”
With this strong growth momentum—there were already “signs” earlier.
In 2025, Xi’an’s export growth rate has already topped all other sub-provincial cities. This year’s first quarter saw imports and exports up 74.2% year on year, with exports surging 95.9%, also setting a new record and leading the nation.
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Pinewood Capital makes its debut for the first time: has invested in nearly 30 projects, and is starting to see IPO harvestsOriginal headline: Pinewood Capital makes its debut for the first time: has invested in nearly 30 projects, and is starting to see IPO harvests
“Over the next year, we expect to reap 7 IPOs.”
In late summer in August, Hangzhou—two founding partners of Pinewood Capital, Lu Qingyuan and Shi Jie, revealed to the investment community. When they started their business, high-tech hard-technology investing had not yet entered a particularly prosperous period. Today, Pinewood Capital has been in operation for eight years, and the team has quietly gone through the first fund cycle.
Harvest season is approaching. WeiRong Technology, currently pushing to clear the gate for a ChiNext IPO, is one of the future fruits. This high-end MLCC capacitor company had a valuation of over RMB 10 billion in its previous funding round. As early as 2021, Pinewood Capital invested alongside Lenovo Venture Capital, Wingtech Technology, and Huaqin Technologies into WeiRong Technology.
Pinewood Capital makes its debut for the first time: has invested in nearly 30 projects, and is starting to see IPO harvests
Original headline: Pinewood Capital makes its debut for the first time: has invested in nearly 30 projects, and is starting to see IPO harvests
“Over the next year, we expect to reap 7 IPOs.”
In late summer in August, Hangzhou—two founding partners of Pinewood Capital, Lu Qingyuan and Shi Jie, revealed to the investment community. When they started their business, high-tech hard-technology investing had not yet entered a particularly prosperous period. Today, Pinewood Capital has been in operation for eight years, and the team has quietly gone through the first fund cycle.
Harvest season is approaching. WeiRong Technology, currently pushing to clear the gate for a ChiNext IPO, is one of the future fruits. This high-end MLCC capacitor company had a valuation of over RMB 10 billion in its previous funding round. As early as 2021, Pinewood Capital invested alongside Lenovo Venture Capital, Wingtech Technology, and Huaqin Technologies into WeiRong Technology.
“Over the next year, we expect to reap 7 IPOs.”
In late summer in August, Hangzhou—two founding partners of Pinewood Capital, Lu Qingyuan and Shi Jie, revealed to the investment community. When they started their business, high-tech hard-technology investing had not yet entered a particularly prosperous period. Today, Pinewood Capital has been in operation for eight years, and the team has quietly gone through the first fund cycle.
Harvest season is approaching. WeiRong Technology, currently pushing to clear the gate for a ChiNext IPO, is one of the future fruits. This high-end MLCC capacitor company had a valuation of over RMB 10 billion in its previous funding round. As early as 2021, Pinewood Capital invested alongside Lenovo Venture Capital, Wingtech Technology, and Huaqin Technologies into WeiRong Technology.
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U.S. pre-market storage chip gains expand: SK hynix and SanDisk and Western Digital rise more than 3%, Micron and Seagate rise more than 2%Before the U.S. market open on the 25th Beijing time, futures for the three major U.S. stock indexes saw their gains widen. As of the time of publication, Dow Jones futures were up 0.17%, Nasdaq futures were up 0.91%, and S&P 500 index futures were up 0.49%.
Before the open, the gains of several storage chip and optical communication sector stocks expanded. Shares of SK hynix, SanDisk, Western Digital, and Corning rose more than 3%; shares of Micron, Seagate, and ARM rose more than 2%; and shares of Nvidia and TSMC rose more than 1%.
Edited by: Li Xiaoxuan; Responsible editor: Xue Yufei
(Source: China News Service, Jingwei)
U.S. pre-market storage chip gains expand: SK hynix and SanDisk and Western Digital rise more than 3%, Micron and Seagate rise more than 2%
Before the U.S. market open on the 25th Beijing time, futures for the three major U.S. stock indexes saw their gains widen. As of the time of publication, Dow Jones futures were up 0.17%, Nasdaq futures were up 0.91%, and S&P 500 index futures were up 0.49%.
Before the open, the gains of several storage chip and optical communication sector stocks expanded. Shares of SK hynix, SanDisk, Western Digital, and Corning rose more than 3%; shares of Micron, Seagate, and ARM rose more than 2%; and shares of Nvidia and TSMC rose more than 1%.
Edited by: Li Xiaoxuan; Responsible editor: Xue Yufei
(Source: China News Service, Jingwei)
Before the open, the gains of several storage chip and optical communication sector stocks expanded. Shares of SK hynix, SanDisk, Western Digital, and Corning rose more than 3%; shares of Micron, Seagate, and ARM rose more than 2%; and shares of Nvidia and TSMC rose more than 1%.
Edited by: Li Xiaoxuan; Responsible editor: Xue Yufei
(Source: China News Service, Jingwei)
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SK hynix and SanDisk Rise 3%—US Storage Sector Edges Higher Before the Open Trading stocks is all about following Golden Qilin analysts’ research reports—authoritative, professional, timely, comprehensive—helping you uncover potential themes and opportunities!
（Source: Caixin Finance）
On August 25, the US stock storage sector edged up before the market opened. The sector had slumped nearly 6% yesterday. As of the time of publication, Micron Technology (MU.US) was up 2.28%, SK hynix (SKHY.US) was up 3.11%, SanDisk (SNDK.US) was up 3.01%, Western Digital (WDC.US) was up 2.59%, and Seagate Technology (STX.US) was up 2.43%.
SK hynix and SanDisk Rise 3%—US Storage Sector Edges Higher Before the Open
Trading stocks is all about following Golden Qilin analysts’ research reports—authoritative, professional, timely, comprehensive—helping you uncover potential themes and opportunities!
（Source: Caixin Finance）
On August 25, the US stock storage sector edged up before the market opened. The sector had slumped nearly 6% yesterday. As of the time of publication, Micron Technology (MU.US) was up 2.28%, SK hynix (SKHY.US) was up 3.11%, SanDisk (SNDK.US) was up 3.01%, Western Digital (WDC.US) was up 2.59%, and Seagate Technology (STX.US) was up 2.43%.
（Source: Caixin Finance）
On August 25, the US stock storage sector edged up before the market opened. The sector had slumped nearly 6% yesterday. As of the time of publication, Micron Technology (MU.US) was up 2.28%, SK hynix (SKHY.US) was up 3.11%, SanDisk (SNDK.US) was up 3.01%, Western Digital (WDC.US) was up 2.59%, and Seagate Technology (STX.US) was up 2.43%.
MUUS-0.25%
SNDKUS-0.10%
SKHYUS-2.20%
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Global Tech Firms Vie for the Storage-Chip Race The explosive growth of artificial intelligence (AI) is profoundly reshaping the global storage-chip industry. Since 2025, the prices of dynamic random-access memory (DRAM) and flash memory (NAND) have continued to surge. From April to June this year, their prices increased by 50% to 60% compared with the same period last year, pushing the global storage market into an unprecedented “super growth cycle.” On the one hand, in 2026, South Korea’s Samsung, SK hynix, and the U.S.’s Micron— the three leading global storage giants—together plan to invest nearly $120 billion, with all of them setting new record highs in their respective histories. On the other hand, tech companies such as Microsoft, Google, and Meta are rushing to get in on the race for “grain.” Storage chips are shifting from traditional cyclical bulk commodities to strategic core assets for AI infrastructure, and deep integration between tech firms and storage manufacturers has become the new norm for the industry.
Global Tech Firms Vie for the Storage-Chip Race
The explosive growth of artificial intelligence (AI) is profoundly reshaping the global storage-chip industry. Since 2025, the prices of dynamic random-access memory (DRAM) and flash memory (NAND) have continued to surge. From April to June this year, their prices increased by 50% to 60% compared with the same period last year, pushing the global storage market into an unprecedented “super growth cycle.” On the one hand, in 2026, South Korea’s Samsung, SK hynix, and the U.S.’s Micron— the three leading global storage giants—together plan to invest nearly $120 billion, with all of them setting new record highs in their respective histories. On the other hand, tech companies such as Microsoft, Google, and Meta are rushing to get in on the race for “grain.” Storage chips are shifting from traditional cyclical bulk commodities to strategic core assets for AI infrastructure, and deep integration between tech firms and storage manufacturers has become the new norm for the industry.
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U.S. stock market unusual movement: Memory chip concept stocks open lower; SanDisk (SNDK.US) down nearly 10%On Monday, U.S. stocks opened lower for memory chip shares. SanDisk (SNDK.US) fell nearly 10%, while SK hynix (SKHY.US) and Micron Technology (MU.US) dropped more than 6%. On the news front, Samsung’s shareholder return plan “fell short of expectations,” and details of its massive shareholder return proposal disappointed the market. Analysts believe its third-quarter dividend payout was lower than expected and it did not announce a share repurchase, failing to provide additional surprises. As an industry leader, Samsung’s negative sentiment directly weighed on the performance of other memory stocks.
U.S. stock market unusual movement: Memory chip concept stocks open lower; SanDisk (SNDK.US) down nearly 10%
On Monday, U.S. stocks opened lower for memory chip shares. SanDisk (SNDK.US) fell nearly 10%, while SK hynix (SKHY.US) and Micron Technology (MU.US) dropped more than 6%. On the news front, Samsung’s shareholder return plan “fell short of expectations,” and details of its massive shareholder return proposal disappointed the market. Analysts believe its third-quarter dividend payout was lower than expected and it did not announce a share repurchase, failing to provide additional surprises. As an industry leader, Samsung’s negative sentiment directly weighed on the performance of other memory stocks.
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After “the three storage stars” went on a tear within the year, how long can the AI supercycle keep burning?Over the past year, storage chip stocks have staged a sweeping, dramatic rally. Behind it are surging chip prices, a significant expansion in gross margins, and a strong surge in free cash flow. Fueled by these factors, Micron Technology (MU.US), SanDisk (SNDK.US), and SK Hynix (before its IPO in the U.S.) have seen their share prices climb in a parabola-like surge within the year. Over the past year alone, Micron has gained more than 700% cumulatively, while SanDisk has soared an astonishing 3,400% over the same period. SK Hynix’s shares listed in South Korea also recorded a 600% rise. Despite a sharp selloff in July, storage market conditions rebounded again in August, yet the market remains fraught with doubts about how much longer the storage supercycle can last.
After “the three storage stars” went on a tear within the year, how long can the AI supercycle keep burning?
Over the past year, storage chip stocks have staged a sweeping, dramatic rally. Behind it are surging chip prices, a significant expansion in gross margins, and a strong surge in free cash flow. Fueled by these factors, Micron Technology (MU.US), SanDisk (SNDK.US), and SK Hynix (before its IPO in the U.S.) have seen their share prices climb in a parabola-like surge within the year. Over the past year alone, Micron has gained more than 700% cumulatively, while SanDisk has soared an astonishing 3,400% over the same period. SK Hynix’s shares listed in South Korea also recorded a 600% rise. Despite a sharp selloff in July, storage market conditions rebounded again in August, yet the market remains fraught with doubts about how much longer the storage supercycle can last.
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Changcun Holding’s IPO is accepted for review; the storage chip concept fluctuates and falls; the cloud computing power leasing segment leads the decline(Source: Financial News)
From September to October, for technology stocks, it will be the second denominator-side logic support brought by improving macro liquidity following the easing of micro liquidity pressures in July. This is expected to provide a favorable opportunity for the market to re-form consensus around the rally.
On August 24, the A-share market saw a clear divergence in the technology hardware sector. During trading, the storage chip concept fluctuated and fell, with the cloud computing power leasing segment leading the declines. Notably, just over the weekend, the review status of Changjiang Storage Holding Co., Ltd. (hereinafter referred to as “Changcun Holding”) for its STAR Market IPO had been changed to “accepted for review,” with a planned financing amount of RMB 33 billion.
Changcun Holding’s IPO is accepted for review; the storage chip concept fluctuates and falls; the cloud computing power leasing segment leads the decline
(Source: Financial News)
From September to October, for technology stocks, it will be the second denominator-side logic support brought by improving macro liquidity following the easing of micro liquidity pressures in July. This is expected to provide a favorable opportunity for the market to re-form consensus around the rally.
On August 24, the A-share market saw a clear divergence in the technology hardware sector. During trading, the storage chip concept fluctuated and fell, with the cloud computing power leasing segment leading the declines. Notably, just over the weekend, the review status of Changjiang Storage Holding Co., Ltd. (hereinafter referred to as “Changcun Holding”) for its STAR Market IPO had been changed to “accepted for review,” with a planned financing amount of RMB 33 billion.
From September to October, for technology stocks, it will be the second denominator-side logic support brought by improving macro liquidity following the easing of micro liquidity pressures in July. This is expected to provide a favorable opportunity for the market to re-form consensus around the rally.
On August 24, the A-share market saw a clear divergence in the technology hardware sector. During trading, the storage chip concept fluctuated and fell, with the cloud computing power leasing segment leading the declines. Notably, just over the weekend, the review status of Changjiang Storage Holding Co., Ltd. (hereinafter referred to as “Changcun Holding”) for its STAR Market IPO had been changed to “accepted for review,” with a planned financing amount of RMB 33 billion.
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Dual Memory Titans: Changxin Technology vs. Yangtze Memory Holdings Source: Xinzhigongshe
By: Beitang Riverside
Edited by: Tomorrow Will Be Better
In the summer of 2026, China’s semiconductor industry experienced a historic moment.
On July 27, DRAM leader Changxin Technology listed on the STAR Market; its shares surged 465% on the first day. Its market value briefly exceeded 4 trillion yuan, making it the “number one” on the A-share market. A month later, on August 21, NAND flash leader Yangtze Memory Group Co., Ltd.’s enterprise—Longcun Holdings—IPO on the STAR Market was accepted for review.
China’s two major pillars of domestic memory chips—DRAM and NAND—have made a historic first appearance on the A-share market. One focuses on DRAM, the other on NAND. The former has already topped China’s market value rankings, while the latter is racing to catch up.
Dual Memory Titans: Changxin Technology vs. Yangtze Memory Holdings
Source: Xinzhigongshe
By: Beitang Riverside
Edited by: Tomorrow Will Be Better
In the summer of 2026, China’s semiconductor industry experienced a historic moment.
On July 27, DRAM leader Changxin Technology listed on the STAR Market; its shares surged 465% on the first day. Its market value briefly exceeded 4 trillion yuan, making it the “number one” on the A-share market. A month later, on August 21, NAND flash leader Yangtze Memory Group Co., Ltd.’s enterprise—Longcun Holdings—IPO on the STAR Market was accepted for review.
China’s two major pillars of domestic memory chips—DRAM and NAND—have made a historic first appearance on the A-share market. One focuses on DRAM, the other on NAND. The former has already topped China’s market value rankings, while the latter is racing to catch up.
By: Beitang Riverside
Edited by: Tomorrow Will Be Better
In the summer of 2026, China’s semiconductor industry experienced a historic moment.
On July 27, DRAM leader Changxin Technology listed on the STAR Market; its shares surged 465% on the first day. Its market value briefly exceeded 4 trillion yuan, making it the “number one” on the A-share market. A month later, on August 21, NAND flash leader Yangtze Memory Group Co., Ltd.’s enterprise—Longcun Holdings—IPO on the STAR Market was accepted for review.
China’s two major pillars of domestic memory chips—DRAM and NAND—have made a historic first appearance on the A-share market. One focuses on DRAM, the other on NAND. The former has already topped China’s market value rankings, while the latter is racing to catch up.
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Changcun Holding’s net profit in the first quarter exceeds RMB 30 billion; its R&D expense ratio is below the industry averageAugust 21, the SSE website shows that the review status of Changcun Holding (Yangtze Memory Holdings Co., Ltd.) for its STAR Market IPO has been changed to “Accepted.” The company has also disclosed its prospectus.
Changcun Holding is one of the leading NAND Flash (a mainstream flash memory) manufacturers in China. Its main operating entities include Yangtze Memory, and its main products include memory chips, smart terminals, and solid-state drives. This offering by Changcun Holding will raise RMB 33.0 billion, which is intended for the Yangtze Memory mass-production line technology upgrade project and related R&D projects. Before the offering, the major shareholder(s) and the primary funding entities after upward tracing include the Hubei provincial SASAC and the Wuhan municipal SASAC, among others.
Changcun Holding’s net profit in the first quarter exceeds RMB 30 billion; its R&D expense ratio is below the industry average
August 21, the SSE website shows that the review status of Changcun Holding (Yangtze Memory Holdings Co., Ltd.) for its STAR Market IPO has been changed to “Accepted.” The company has also disclosed its prospectus.
Changcun Holding is one of the leading NAND Flash (a mainstream flash memory) manufacturers in China. Its main operating entities include Yangtze Memory, and its main products include memory chips, smart terminals, and solid-state drives. This offering by Changcun Holding will raise RMB 33.0 billion, which is intended for the Yangtze Memory mass-production line technology upgrade project and related R&D projects. Before the offering, the major shareholder(s) and the primary funding entities after upward tracing include the Hubei provincial SASAC and the Wuhan municipal SASAC, among others.
Changcun Holding is one of the leading NAND Flash (a mainstream flash memory) manufacturers in China. Its main operating entities include Yangtze Memory, and its main products include memory chips, smart terminals, and solid-state drives. This offering by Changcun Holding will raise RMB 33.0 billion, which is intended for the Yangtze Memory mass-production line technology upgrade project and related R&D projects. Before the offering, the major shareholder(s) and the primary funding entities after upward tracing include the Hubei provincial SASAC and the Wuhan municipal SASAC, among others.
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Micron plans to invest $10 billion to further boost AI storage technology, advancing in parallel with its $250 billion expansion planCailian Press, August 21 (Intern Editor Ye Ke / Editor Qi Ling). Micron Technology, a major U.S. memory-chip company, announced on Thursday that it plans to invest $10 billion over the next decade in a newly established Micron Research Laboratory, aiming to seize long-term growth opportunities in the AI storage market. After the news was released, Micron’s stock rose 2.3%. This year, the stock has gained approximately 234% so far.
Micron Research Laboratory Headquarters will be located in Boise, Idaho, USA, and the flagship park is expected to begin construction in 2027. Research areas include key storage technologies, advanced storage and computing architectures, chip packaging, and future semiconductor manufacturing technologies. After completion, the facility can accommodate hundreds of researchers. In addition, this funding will also support university collaborations, research institutions around the world, and other industry partnership projects.
Micron plans to invest $10 billion to further boost AI storage technology, advancing in parallel with its $250 billion expansion plan
Cailian Press, August 21 (Intern Editor Ye Ke / Editor Qi Ling). Micron Technology, a major U.S. memory-chip company, announced on Thursday that it plans to invest $10 billion over the next decade in a newly established Micron Research Laboratory, aiming to seize long-term growth opportunities in the AI storage market. After the news was released, Micron’s stock rose 2.3%. This year, the stock has gained approximately 234% so far.
Micron Research Laboratory Headquarters will be located in Boise, Idaho, USA, and the flagship park is expected to begin construction in 2027. Research areas include key storage technologies, advanced storage and computing architectures, chip packaging, and future semiconductor manufacturing technologies. After completion, the facility can accommodate hundreds of researchers. In addition, this funding will also support university collaborations, research institutions around the world, and other industry partnership projects.
Micron Research Laboratory Headquarters will be located in Boise, Idaho, USA, and the flagship park is expected to begin construction in 2027. Research areas include key storage technologies, advanced storage and computing architectures, chip packaging, and future semiconductor manufacturing technologies. After completion, the facility can accommodate hundreds of researchers. In addition, this funding will also support university collaborations, research institutions around the world, and other industry partnership projects.
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Micron CEO: AI Storage Demand Far Exceeds Capacity, Rewriting Industry CyclesSource: Global Times
[Global Times Technology Comprehensive Report] On August 21, according to CNBC, Micron Technology CEO Sanjay Mehrotra said in a recent statement that AI has completely rewritten the inherent boom-and-bust cycle of the storage-chip industry. Storage has been upgraded to a strategic infrastructure for the AI era, and current market demand has already significantly exceeded the industry's ability to supply with company production capacity.
The storage-chip industry has traditionally been highly cyclical: demand surges spur manufacturers to expand production, while excess capacity then triggers price declines. But AI has created sustained, robust storage demand. The demand comes not only from AI data centers; in the future, autonomous driving, robots, and AI consumer devices will all consume enormous volumes of memory products. Procurement models are also changing: customers no longer focus solely on price comparisons when placing orders. Storage chips now need to be co-designed with processors, which deeply affects the performance of the entire system.
Micron CEO: AI Storage Demand Far Exceeds Capacity, Rewriting Industry Cycles
Source: Global Times
[Global Times Technology Comprehensive Report] On August 21, according to CNBC, Micron Technology CEO Sanjay Mehrotra said in a recent statement that AI has completely rewritten the inherent boom-and-bust cycle of the storage-chip industry. Storage has been upgraded to a strategic infrastructure for the AI era, and current market demand has already significantly exceeded the industry's ability to supply with company production capacity.
The storage-chip industry has traditionally been highly cyclical: demand surges spur manufacturers to expand production, while excess capacity then triggers price declines. But AI has created sustained, robust storage demand. The demand comes not only from AI data centers; in the future, autonomous driving, robots, and AI consumer devices will all consume enormous volumes of memory products. Procurement models are also changing: customers no longer focus solely on price comparisons when placing orders. Storage chips now need to be co-designed with processors, which deeply affects the performance of the entire system.
[Global Times Technology Comprehensive Report] On August 21, according to CNBC, Micron Technology CEO Sanjay Mehrotra said in a recent statement that AI has completely rewritten the inherent boom-and-bust cycle of the storage-chip industry. Storage has been upgraded to a strategic infrastructure for the AI era, and current market demand has already significantly exceeded the industry's ability to supply with company production capacity.
The storage-chip industry has traditionally been highly cyclical: demand surges spur manufacturers to expand production, while excess capacity then triggers price declines. But AI has created sustained, robust storage demand. The demand comes not only from AI data centers; in the future, autonomous driving, robots, and AI consumer devices will all consume enormous volumes of memory products. Procurement models are also changing: customers no longer focus solely on price comparisons when placing orders. Storage chips now need to be co-designed with processors, which deeply affects the performance of the entire system.
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Walmart crashes, while storage chips surge! Source: China Fund News
【Overview】Walmart shares plunge more than 9%; Oil prices rise; SpaceX falls below its issue price
China Fund News reporter Zhao Gang, comprehensive compilation
On August 20 (Thursday) Eastern Time, all three major U.S. stock indexes closed lower. Tensions between the U.S. and Iran intensified, and oil prices rose to a near one-month high. As a bellwether for retail, Walmart’s U.S. comparable-store sales grew year over year at the slowest pace in six years, and its shares plunged by more than 9%. SpaceX shares retreated to around the issue price.
The three major stock indexes all closed lower
The Dow Jones Industrial Average fell 1.32%, closing at 52,759.21. The S&P 500 fell 0.87%, to 7,641.16; the Nasdaq Composite fell 1%, to 26,067.17.
Walmart crashes, while storage chips surge!
Source: China Fund News
【Overview】Walmart shares plunge more than 9%; Oil prices rise; SpaceX falls below its issue price
China Fund News reporter Zhao Gang, comprehensive compilation
On August 20 (Thursday) Eastern Time, all three major U.S. stock indexes closed lower. Tensions between the U.S. and Iran intensified, and oil prices rose to a near one-month high. As a bellwether for retail, Walmart’s U.S. comparable-store sales grew year over year at the slowest pace in six years, and its shares plunged by more than 9%. SpaceX shares retreated to around the issue price.
The three major stock indexes all closed lower
The Dow Jones Industrial Average fell 1.32%, closing at 52,759.21. The S&P 500 fell 0.87%, to 7,641.16; the Nasdaq Composite fell 1%, to 26,067.17.
【Overview】Walmart shares plunge more than 9%; Oil prices rise; SpaceX falls below its issue price
China Fund News reporter Zhao Gang, comprehensive compilation
On August 20 (Thursday) Eastern Time, all three major U.S. stock indexes closed lower. Tensions between the U.S. and Iran intensified, and oil prices rose to a near one-month high. As a bellwether for retail, Walmart’s U.S. comparable-store sales grew year over year at the slowest pace in six years, and its shares plunged by more than 9%. SpaceX shares retreated to around the issue price.
The three major stock indexes all closed lower
The Dow Jones Industrial Average fell 1.32%, closing at 52,759.21. The S&P 500 fell 0.87%, to 7,641.16; the Nasdaq Composite fell 1%, to 26,067.17.
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Overnight U.S. Stocks U.S. Treasury yields rise Three major indexes fall Moderna (MRNA.US) down 23.5%On Thursday, the three major indexes fell. The yield on the 10-year U.S. Treasury rose by more than 5 basis points to 4.704%, which is already above the level before the Treasury announced an increase in buybacks. The 30-year yield also moved up by more than 5 basis points, to 5.248%. Earlier this week, the 30-year yield briefly touched the highest level in nearly 20 years.
Finance Minister Besant said in an interview on Thursday that the buyback size “could exceed” the previously disclosed $4 billion, adding that current yields do not reflect the fundamentals. He also said the liquidity for 30-year notes is weak, and that the Treasury will “make a market.” Yields dipped briefly after his remarks, then rose again.
Overnight U.S. Stocks U.S. Treasury yields rise Three major indexes fall Moderna (MRNA.US) down 23.5%
On Thursday, the three major indexes fell. The yield on the 10-year U.S. Treasury rose by more than 5 basis points to 4.704%, which is already above the level before the Treasury announced an increase in buybacks. The 30-year yield also moved up by more than 5 basis points, to 5.248%. Earlier this week, the 30-year yield briefly touched the highest level in nearly 20 years.
Finance Minister Besant said in an interview on Thursday that the buyback size “could exceed” the previously disclosed $4 billion, adding that current yields do not reflect the fundamentals. He also said the liquidity for 30-year notes is weak, and that the Treasury will “make a market.” Yields dipped briefly after his remarks, then rose again.
Finance Minister Besant said in an interview on Thursday that the buyback size “could exceed” the previously disclosed $4 billion, adding that current yields do not reflect the fundamentals. He also said the liquidity for 30-year notes is weak, and that the Treasury will “make a market.” Yields dipped briefly after his remarks, then rose again.
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Top 20 U.S. stocks by trading value on August 21: Micron shares rose 3.97%; company announced the formation of Micron Research Labs and plans to invest $10 billion over the next decade On Thursday, Micron, the #2 most-traded U.S. stock by trading value, rose 3.97% to $37.777 billion in turnover.
On Thursday, Micron announced the establishment of Micron Research Labs, planning to invest $10 billion over the next decade to build the United States’ first long-term innovation center focused on memory technologies in Boise, Idaho. The research areas will include next-generation memory, computing architecture, advanced packaging, and semiconductor manufacturing. This investment is independent of the previously announced U.S. manufacturing and R&D plan of more than $250 billion. Industry leaders such as Jensen Huang and Tim Cook voiced support, and the U.S. Secretary of Commerce also said the move will help ensure memory supply does not become a bottleneck for technological development.
Top 20 U.S. stocks by trading value on August 21: Micron shares rose 3.97%; company announced the formation of Micron Research Labs and plans to invest $10 billion over the next decade
On Thursday, Micron, the #2 most-traded U.S. stock by trading value, rose 3.97% to $37.777 billion in turnover.
On Thursday, Micron announced the establishment of Micron Research Labs, planning to invest $10 billion over the next decade to build the United States’ first long-term innovation center focused on memory technologies in Boise, Idaho. The research areas will include next-generation memory, computing architecture, advanced packaging, and semiconductor manufacturing. This investment is independent of the previously announced U.S. manufacturing and R&D plan of more than $250 billion. Industry leaders such as Jensen Huang and Tim Cook voiced support, and the U.S. Secretary of Commerce also said the move will help ensure memory supply does not become a bottleneck for technological development.
On Thursday, Micron announced the establishment of Micron Research Labs, planning to invest $10 billion over the next decade to build the United States’ first long-term innovation center focused on memory technologies in Boise, Idaho. The research areas will include next-generation memory, computing architecture, advanced packaging, and semiconductor manufacturing. This investment is independent of the previously announced U.S. manufacturing and R&D plan of more than $250 billion. Industry leaders such as Jensen Huang and Tim Cook voiced support, and the U.S. Secretary of Commerce also said the move will help ensure memory supply does not become a bottleneck for technological development.
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Article
The storage industry is brewing a shake-up: Intel is quietly ramping up, with “China’s strength” emerging21st Century Business Herald reporter Luo Yiqi
The global storage chip market is on the eve of a profound transformation.
After prices have risen for multiple quarters, the consumer and server-side trends begin to diverge. Uneven demand and temperature across different markets and products are disrupting the simple narrative of a universal “price increase.” At the same time, the strategic moves by major players are sending more signals as well—SK hynix’s Dalian plant, which had been shut down for four years, has resumed operations, and Intel, which has exited the storage industry for years, has quietly brought back the former CEO of SK hynix, the one who led the acquisition of its business at the time.
This phenomenon of “quantity-price divergence” occurring in tandem with the “big players turning around” is no coincidence. Driven strongly by AI demand, the storage industry’s past competitive logic is being rewritten. It is no longer only about “who can produce the most Bits at the lowest cost,” but is increasingly a contest of “system-level capabilities.” Whoever can better define how storage and computing are integrated may capture the added value emerging along the industry chain in the AI era.
The storage industry is brewing a shake-up: Intel is quietly ramping up, with “China’s strength” emerging
21st Century Business Herald reporter Luo Yiqi
The global storage chip market is on the eve of a profound transformation.
After prices have risen for multiple quarters, the consumer and server-side trends begin to diverge. Uneven demand and temperature across different markets and products are disrupting the simple narrative of a universal “price increase.” At the same time, the strategic moves by major players are sending more signals as well—SK hynix’s Dalian plant, which had been shut down for four years, has resumed operations, and Intel, which has exited the storage industry for years, has quietly brought back the former CEO of SK hynix, the one who led the acquisition of its business at the time.
This phenomenon of “quantity-price divergence” occurring in tandem with the “big players turning around” is no coincidence. Driven strongly by AI demand, the storage industry’s past competitive logic is being rewritten. It is no longer only about “who can produce the most Bits at the lowest cost,” but is increasingly a contest of “system-level capabilities.” Whoever can better define how storage and computing are integrated may capture the added value emerging along the industry chain in the AI era.
The global storage chip market is on the eve of a profound transformation.
After prices have risen for multiple quarters, the consumer and server-side trends begin to diverge. Uneven demand and temperature across different markets and products are disrupting the simple narrative of a universal “price increase.” At the same time, the strategic moves by major players are sending more signals as well—SK hynix’s Dalian plant, which had been shut down for four years, has resumed operations, and Intel, which has exited the storage industry for years, has quietly brought back the former CEO of SK hynix, the one who led the acquisition of its business at the time.
This phenomenon of “quantity-price divergence” occurring in tandem with the “big players turning around” is no coincidence. Driven strongly by AI demand, the storage industry’s past competitive logic is being rewritten. It is no longer only about “who can produce the most Bits at the lowest cost,” but is increasingly a contest of “system-level capabilities.” Whoever can better define how storage and computing are integrated may capture the added value emerging along the industry chain in the AI era.
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According to reports, Micron Technology will invest $10 billion in U.S. memory research laboratories over the next 10 years.More updates—staying tuned
According to reports, Micron Technology will invest $10 billion in U.S. memory research laboratories over the next 10 years.
Risk warning and disclaimer
There are risks in the market; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situations, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate for their particular circumstances. Investing based on this is at your own risk.
According to reports, Micron Technology will invest $10 billion in U.S. memory research laboratories over the next 10 years.
More updates—staying tuned
According to reports, Micron Technology will invest $10 billion in U.S. memory research laboratories over the next 10 years.
Risk warning and disclaimer
There are risks in the market; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situations, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate for their particular circumstances. Investing based on this is at your own risk.
According to reports, Micron Technology will invest $10 billion in U.S. memory research laboratories over the next 10 years.
Risk warning and disclaimer
There are risks in the market; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situations, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate for their particular circumstances. Investing based on this is at your own risk.
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