#DRAM
6 articles tagged DRAM. Past halfway to the twelve-article threshold.
Timeline
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PC shipments fell 21% in Q3 2026 — memory went from 15% to nearly 40% of a PC's parts cost
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What 4F² DRAM is — a third smaller memory cell, and why China's CXMT knocked SK hynix 3.4%
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Micron earnings date September 30 — a $50 billion guide, 5x a year earlier
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What a memory supercycle is — when DRAM prices move, half of Korea's exports move
All articles
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Tech · 2 min readPC shipments fell 21% in Q3 2026 — memory went from 15% to nearly 40% of a PC's parts cost
Scale — all four trackers show a 20%-plus fall; Counterpoint: 57M units, -21%
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Tech · 3 min readWhat 4F² DRAM is — a third smaller memory cell, and why China's CXMT knocked SK hynix 3.4%
Definition — a DRAM cell in 4F² (2x2 feature sizes) vs. the mainstream 6F²; about 33% less cell area, needs a vertical transistor
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Tech · 2 min readMicron earnings date September 30 — a $50 billion guide, 5x a year earlier
When — Wednesday, September 30 after the close; call at 2:30 p.m. Mountain (4:30 p.m. ET); webcast at investors.micron.com
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Economy · 3 min readWhat a memory supercycle is — when DRAM prices move, half of Korea's exports move
Definition — prices rising further and longer than the normal cycle, from structural demand plus a supply lag
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Tech · 2 min readSK hynix lifts capex near 60% for the AI build-out
SK hynix is expanding this year's capex to the high 40 trillion won range, up about 60%
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Tech · 2 min readMemory capex: how money becomes supply
Capex flows through construction, tool installation and yield ramp before becoming supply