PC brands are scrambling to secure memory supplies from Changxin Storage, with orders reportedly booked through the end of 2027.
55 minutes ago
Changxin Memory’s IPO has entered its final stage. PC supply chain sources said that with the easing of tensions between China and the U.S., and Apple reportedly having tested Changxin Memory’s memory chips and lobbied the U.S. government to allow their use, PC brands have accelerated orders, with related orders reportedly booked through the end of 2027. Sources noted that while memory price growth may narrow in the second half of 2026, prices will still continue to rise. Brands are passing part of the costs to consumers; rising end prices have started to weigh on sales, but have not yet reached a tipping point. Currently, all manufacturers are actively competing for memory supplies, with Changxin Memory being one key source. All major PC manufacturers have completed testing of Changxin Memory’s products, but securing supply still depends on quotas. Large clients including Dell, HP, Lenovo, and Apple are expected to get priority in supply, while smaller manufacturers may not make the supply list. Supply chain sources also said that the U.S. previously considered adding Changxin Memory to its Entity List, but no such action has been announced. Apple is reportedly planning to use products with Chinese memory chips exclusively for the Chinese market, which some PC brands view as a signal that restrictions may ease, prompting them to increase orders for Changxin Memory and Yangtze Memory.
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3 minutes ago
Binance delays AERO listing to July 18 at 00:00
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A sharp slump in crypto-related semiconductors has forced long-position holders to exit en masse; six major whales stopped out of their long positions today, incurring a total loss of $16.8 million.
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In U.S. pre-market trading, declines in semiconductor, optical communication and storage stocks narrowed, with SK Hynix ADR rising over 3% and Micron and SanDisk turning positive.
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3 minutes ago
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