Deepseek moment for memory chi

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10-13 16:15

Deepseek moment for memory chips: all fluffs and marketing

Philadelphia Chip Index Tumbles 2.7%. Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%

CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China's...

Philadelphia Chip Index Tumbles 2.7%. Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%

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Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149620629","media":"Trading Random","summary":"CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China's...","content":"<html><head></head><body>Chip, storage stocks continued to fall on Tuesday. Philadelphia Chip Index tumbled 2.7%; Western Digital, Seagate Tech, SK Hynix, Micron down around 6%; AMD, Intel fell over 3%.<img src=\"https://community-static.tradeup.com/news/1f76f3f0d2901aaa55ec73f07ad9bdcd\" data-align=\"center\" tg-width=\"870\" tg-height=\"717\"/>CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China&#39;s aggressive advance into a critical technological domain. The domestic memory leader intends to introduce a new type of chip that packs more computing power into a single component, CXMT President Cao Kanyu told an industry conference in Shanghai over the weekend. The forthcoming product for data center servers features a so-called 4F² design and should launch before the end of the year, Cao said in remarks confirmed by a company spokesperson. If CXMT has indeed reached the 4F² threshold, that means it got there before Samsung and SK Hynix Inc., despite US sanctions that bar the Chinese firm&#39;s access to tools such as ASML Holding NV&#39;s top-end machines. Cao didn&#39;t provide further details, but the widely reported comments helped trigger a selloff in global chip stocks. Samsung and SK Hynix shares fell more than 7% in South Korea on Tuesday, dragging down the broader Kospi index. &#34;A successful and earlier implementation of 4F² architecture in DRAM production would vastly improve CXMT&#39;s competitive position versus peers,&#34; said Jing Jie Yu, an analyst with Morningstar. &#34;That said, memory leaders as well as equipment manufacturers have both similarly echoed the difficulty in this technological transition, and we still expect a meaningful time gap between the unveiling of CXMT&#39;s 4F2 product and commercialization at viable yields.&#34; Cao&#39;s declaration — months after CXMT briefly became China&#39;s most valuable company following a blockbuster summer IPO — underscores its effort to close the gap with foreign rivals in chipmaking, an area essential to AI development. The industry&#39;s existing 6F² standard refers to a surface area of 6-times the square of the &#34;feature size&#34; of a chip: the basic line-width between transistors. Samsung and SK Hynix are exploring ways to shrink that to 4F2, in theory packing the same cells into a smaller area for greater efficiency. CXMT&#39;s Cao said it&#39;s changing the way transistors are laid out via stacking. The so-called Vertical Surrounding Gate approach should reduce leakage and other side effects — a problem long associated with efforts by bigger rivals to reduce sizes beyond the 6F² standard. &#34;Investors are jittery and looking for excuses to take profit on AI-related stocks that have outperformed this year, especially memory stocks,&#34; said Vey-Sern Ling, a managing director at Union Bancaire Privee. Huawei in May unveiled its Tau Scaling Law, an alternative to the decades-old Moore&#39;s Law of shrinking transistors to boost chip performance. The Chinese chip champion instead seeks to speed up transmission and increase transistor density within a chip through LogicFolding. It&#39;s already rolled out chips using this technology that run on smartphones launched this year. CXMT is racing to ramp up production of advanced memory to meet surging AI demand. The ability to manufacture sophisticated products would also position the company better as a global supply crunch begins to ease in coming years. It remains a laggard in high-bandwidth memory, the type of semiconductors used in Nvidia Corp. AI accelerators. Still, it&#39;s making steady progress in the broader DRAM market. The company&#39;s share of that field had expanded to 10% by the second quarter of this year, compared to just 4% a year ago, data compiled by Counterpoint Research shows.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Philadelphia Chip Index Tumbles 2.7%. Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPhiladelphia Chip Index Tumbles 2.7%. Western Digital, Seagate Tech, SK Hynix, Micron Down Around 6%; AMD, Intel Fall over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nTrading Random \n2026-10-13 21:35\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Chip, storage stocks continued to fall on Tuesday. Philadelphia Chip Index tumbled 2.7%; Western Digital, Seagate Tech, SK Hynix, Micron down around 6%; AMD, Intel fell over 3%.<img src=\"https://community-static.tradeup.com/news/1f76f3f0d2901aaa55ec73f07ad9bdcd\" data-align=\"center\" tg-width=\"870\" tg-height=\"717\"/>CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China&#39;s aggressive advance into a critical technological domain. The domestic memory leader intends to introduce a new type of chip that packs more computing power into a single component, CXMT President Cao Kanyu told an industry conference in Shanghai over the weekend. The forthcoming product for data center servers features a so-called 4F² design and should launch before the end of the year, Cao said in remarks confirmed by a company spokesperson. If CXMT has indeed reached the 4F² threshold, that means it got there before Samsung and SK Hynix Inc., despite US sanctions that bar the Chinese firm&#39;s access to tools such as ASML Holding NV&#39;s top-end machines. Cao didn&#39;t provide further details, but the widely reported comments helped trigger a selloff in global chip stocks. Samsung and SK Hynix shares fell more than 7% in South Korea on Tuesday, dragging down the broader Kospi index. &#34;A successful and earlier implementation of 4F² architecture in DRAM production would vastly improve CXMT&#39;s competitive position versus peers,&#34; said Jing Jie Yu, an analyst with Morningstar. &#34;That said, memory leaders as well as equipment manufacturers have both similarly echoed the difficulty in this technological transition, and we still expect a meaningful time gap between the unveiling of CXMT&#39;s 4F2 product and commercialization at viable yields.&#34; Cao&#39;s declaration — months after CXMT briefly became China&#39;s most valuable company following a blockbuster summer IPO — underscores its effort to close the gap with foreign rivals in chipmaking, an area essential to AI development. The industry&#39;s existing 6F² standard refers to a surface area of 6-times the square of the &#34;feature size&#34; of a chip: the basic line-width between transistors. Samsung and SK Hynix are exploring ways to shrink that to 4F2, in theory packing the same cells into a smaller area for greater efficiency. CXMT&#39;s Cao said it&#39;s changing the way transistors are laid out via stacking. The so-called Vertical Surrounding Gate approach should reduce leakage and other side effects — a problem long associated with efforts by bigger rivals to reduce sizes beyond the 6F² standard. &#34;Investors are jittery and looking for excuses to take profit on AI-related stocks that have outperformed this year, especially memory stocks,&#34; said Vey-Sern Ling, a managing director at Union Bancaire Privee. Huawei in May unveiled its Tau Scaling Law, an alternative to the decades-old Moore&#39;s Law of shrinking transistors to boost chip performance. The Chinese chip champion instead seeks to speed up transmission and increase transistor density within a chip through LogicFolding. It&#39;s already rolled out chips using this technology that run on smartphones launched this year. CXMT is racing to ramp up production of advanced memory to meet surging AI demand. The ability to manufacture sophisticated products would also position the company better as a global supply crunch begins to ease in coming years. It remains a laggard in high-bandwidth memory, the type of semiconductors used in Nvidia Corp. AI accelerators. Still, it&#39;s making steady progress in the broader DRAM market. The company&#39;s share of that field had expanded to 10% by the second quarter of this year, compared to just 4% a year ago, data compiled by Counterpoint Research shows.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INT":"2倍做多INTC ETF-Corgi","NVDG":"2倍做多NVDA ETF- Leverage Shares","WOLF":"Wolfspeed Inc.","STXL":"Defiance Daily Target 2x Long STX ETF","CRDO":"Credo Technology Group Holding Ltd","NVDL":"2倍做多NVDA ETF-GraniteShares","LSCC":"莱迪思半导体","STX":"希捷科技","WDC":"西部数据","07388":"南方两倍做空英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","SMCX":"2倍做多SMCI ETF-Defiance","UCTT":"超科林半导体","RMBS":"Rambus","SNDC":"2倍做多SNDK ETF-Corgi","NVDS":"1.5倍做空NVDA ETF-Tradr","STXU":"Leverage Shares 2X Long STX Daily ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","TXN":"德州仪器","ADIU":"Leverage Shares 2X Long ADI Daily ETF","SNDG":"2倍做多SNDK ETF-Leverage Shares","INTW":"2倍做多INTC ETF-GraniteShares","SMCZ":"2倍做空SMCI ETF-Defiance","NVDU":"2倍做多NVDA 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ETF-Direxion","DAMD":"2倍做空AMD ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","MUG":"Leverage Shares 2X Long MU Daily ETF","ARM":"ARM Holdings","MUYY":"GraniteShares YieldBOOSTMU ETF","MIC":"2倍做多MU ETF-Corgi","ALAB":"Astera Labs, Inc.","MUD":"1倍做空MU ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","SOX":"费城半导体指数","MUZ":"2倍做空MU ETF-Defiance","AMD":"美国超微公司","AMDC":"Corgi AMD 2x Daily ETF","AMDD":"1倍做空AMD ETF-Direxion","KLAC":"科磊","NVDA":"英伟达","07788":"南方两倍做多英伟达","SNPX":"2倍做多SNPS ETF-Tradr","NVTC":"Corgi NVTS 2x Daily ETF","SNXX":"2倍做多SNDK ETF-Tradr","QRVO":"Qorvo, Inc.","ON":"安森美半导体","NVTX":"2倍做多NVTS ETF-Tradr","AMAU":"Leverage Shares 2X Long AMAT Daily ETF","MRVX":"CORGI MRVL 2X DAILY ETF","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVU":"Direxion Daily MRVL Bull 2X ETF","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","AMA":"Defiance Daily Target 2X Long AMAT ETF","UMC":"联电","NXPG":"Leverage Shares 2X Long NXPI Daily ETF","NXPX":"Tradr 2X Long NXPI Daily ETF","SWKS":"思佳讯","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SIMX":"Corgi SIMO 2x Daily ETF","ONX":"Tradr 2X Long ON Daily ETF","NVTS":"纳微半导体","Q":"Qnity Electronics Inc","LRCC":"Corgi LRCX 2x Daily ETF","LRCU":"2倍做多LRCX ETF-Tradr","AMYY":"GraniteShares YieldBOOST AMD ETF","ONG":"Leverage Shares 2X Long ON Daily ETF","LINT":"Direxion Daily INTC Bull 2X ETF","SMCI":"超微电脑","STM":"意法半导体","AMUU":"2倍做多AMD ETF-Direxion","AVGC":"2倍做多AVGO ETF-Corgi","ASMG":"2倍做多ASML ETF- Leverage Shares","SIMO":"慧荣科技","NXPI":"恩智浦","WDCC":"Corgi WDC 2x Daily ETF","MU":"美光科技","MCHG":"Leverage Shares 2X Long MCHP Daily ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","STMX":"Leverage Shares 2X Long STM Daily ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","AVGG":"2倍做多AVGO ETF-Leverage Shares","ALA":"Corgi ALAB 2x Daily ETF","WDCX":"Tradr 2X Long WDC Daily ETF","INTC":"英特尔","ASMZ":"Corgi ASML 2x Daily ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","SOXS":"三倍做空半导体ETF-Direxion Daily","TSMG":"2倍做多TSM ETF- Leverage 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ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149620629","content_text":"Chip, storage stocks continued to fall on Tuesday. Philadelphia Chip Index tumbled 2.7%; Western Digital, Seagate Tech, SK Hynix, Micron down around 6%; AMD, Intel fell over 3%.CXMT Corp. announced a breakthrough in chip technology that rivals like Samsung Electronics Co. have chased for years — an unverified claim that rattled stock markets and highlights China's aggressive advance into a critical technological domain.The domestic memory leader intends to introduce a new type of chip that packs more computing power into a single component, CXMT President Cao Kanyu told an industry conference in Shanghai over the weekend. The forthcoming product for data center servers features a so-called 4F² design and should launch before the end of the year, Cao said in remarks confirmed by a company spokesperson.If CXMT has indeed reached the 4F² threshold, that means it got there before Samsung and SK Hynix Inc., despite US sanctions that bar the Chinese firm's access to tools such as ASML Holding NV's top-end machines. Cao didn't provide further details, but the widely reported comments helped trigger a selloff in global chip stocks.Samsung and SK Hynix shares fell more than 7% in South Korea on Tuesday, dragging down the broader Kospi index.\"A successful and earlier implementation of 4F² architecture in DRAM production would vastly improve CXMT's competitive position versus peers,\" said Jing Jie Yu, an analyst with Morningstar. \"That said, memory leaders as well as equipment manufacturers have both similarly echoed the difficulty in this technological transition, and we still expect a meaningful time gap between the unveiling of CXMT's 4F2 product and commercialization at viable yields.\"Cao's declaration — months after CXMT briefly became China's most valuable company following a blockbuster summer IPO — underscores its effort to close the gap with foreign rivals in chipmaking, an area essential to AI development.The industry's existing 6F² standard refers to a surface area of 6-times the square of the \"feature size\" of a chip: the basic line-width between transistors. Samsung and SK Hynix are exploring ways to shrink that to 4F2, in theory packing the same cells into a smaller area for greater efficiency.CXMT's Cao said it's changing the way transistors are laid out via stacking. The so-called Vertical Surrounding Gate approach should reduce leakage and other side effects — a problem long associated with efforts by bigger rivals to reduce sizes beyond the 6F² standard.\"Investors are jittery and looking for excuses to take profit on AI-related stocks that have outperformed this year, especially memory stocks,\" said Vey-Sern Ling, a managing director at Union Bancaire Privee.Huawei in May unveiled its Tau Scaling Law, an alternative to the decades-old Moore's Law of shrinking transistors to boost chip performance. The Chinese chip champion instead seeks to speed up transmission and increase transistor density within a chip through LogicFolding. It's already rolled out chips using this technology that run on smartphones launched this year.CXMT is racing to ramp up production of advanced memory to meet surging AI demand. The ability to manufacture sophisticated products would also position the company better as a global supply crunch begins to ease in coming years.It remains a laggard in high-bandwidth memory, the type of semiconductors used in Nvidia Corp. AI accelerators. Still, it's making steady progress in the broader DRAM market. 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