memory

According to the latest report from Omdia titled "2026 Q2 Semiconductor Application Market Forecast Tool (AMFT)", driven by the large-scale development of AI infrastructure, the expected year-on-year growth rate of China's semiconductor market size in 2026 has been significantly revised upward to 92.9%, reaching a total of $812.08 billion. Among them, the computing and storage category is expected to grow by 126%, accounting for 62.9% of the overall application market, marking that the industry is fully entering the AI-driven era in sync with the global trend.In the segmented chip categories, influenced by the surge in demand for AI cloud and edge inference leading to tight supply and demand, the market size of China's storage chip market is expected to skyrocket by 262.9% to $449.6 billion, with market share jumping to 55.4%. At the same time, AI demand has also driven significant growth in logic chips (27.9%), analog ICs (25.4%), and microcontrollers (15%), creating enormous space for the improvement of local semiconductor self-sufficiency and capacity utilization. In contrast, the wireless communication category, primarily focused on smartphones, although experiencing an absolute scale growth of 68.8%, is expected to see its overall market share decline from 30.43% in 2025 to 26.63% due to the dual pressure of soaring storage costs and shrinking shipment volumes.

According to the Industrial and Commercial Times, due to the soaring prices of key components such as memory and SSDs, the cost pressure for configuring high-capacity storage in mainstream laptops has greatly increased. Cost-effective mainland Chinese memory and storage components are gradually penetrating the PC supply chain, with brands such as Lenovo, ASUS, MSI, Gigabyte, Acer, and even the American brand Apple accelerating the certification, introduction, or platform tuning of related products.The report pointed out that Lenovo has expanded its use of mainland components this year, and recently flagship laptop models equipped with Yangtze Memory Technologies (YMTC) SSDs have appeared on North American cross-border e-commerce platforms. The American brand Apple is also reported to be negotiating with the U.S. government to procure Changxin Memory Technologies (CXMT) memory to cope with the rising prices. In terms of Taiwanese board manufacturers, MSI recently announced that it is the first to complete the verification and tuning of Changxin Memory DDR5 chips on the AMD platform at DDR5-8000+, while Gigabyte has also adopted Changxin Memory chips in some motherboard models. ASUS and Acer have introduced memory modules from mainland manufacturers such as BIWIN through their own brand memory certification or OEM models.Industry analysts believe that although the short-term imbalance in supply and demand for storage has prompted non-mainland brands to accelerate related certifications, due to the limited production capacity of mainland manufacturers, brand Taiwanese manufacturers still emphasize that Korean original manufacturers with long-term contracts remain the main supply partners at present.

According to Bloomberg, Micron officially broke ground on its factory expansion project in Higashi-Hiroshima City, Hiroshima Prefecture, Japan on Saturday. The total investment for the project is approximately 1.5 trillion yen (about 9.3 billion USD), aimed at producing advanced memory chips for the AI era.The new production line will focus on key chips such as high-bandwidth memory (HBM), which are core components supporting the performance of AI processors like those from Nvidia. The related chips are expected to start shipping as early as the summer of 2028.The Japanese Ministry of Economy, Trade and Industry has provided up to 500 billion yen in subsidy support for the project to strengthen domestic semiconductor manufacturing capabilities and enhance supply chain resilience.This expansion project is seen as an important step for Japan to strengthen its semiconductor manufacturing layout in the global AI chip competition.

ZetaChain announced that as it transforms into an AI-oriented private memory layer, it will gradually shut down the old cross-chain infrastructure and focus on new directions such as Anuma, user-owned memory, identity, permissions, payments, and agency.According to the plan, ZetaChain has closed platform recharges as of June 1, 2026, and opened the final withdrawal window. Previously, on April 27, ZetaChain was attacked by exploiting a vulnerability in the cross-chain messaging system, resulting in the theft of $333,868 from three internal team wallets.

According to publicly disclosed information, the Roundhill Memory ETF (DRAM) has included GigaDevice Semiconductor in its holdings, with a weight of 2.91%. Critini Research analyst Jukan pointed out that GigaDevice Semiconductor is the parent company or affiliated entity of Chinese DRAM manufacturer CXMT.The DRAM ETF focuses on memory chip companies, primarily holding giants like Samsung, Micron, and SK Hynix.CXMT was co-founded by GigaDevice Semiconductor founder Zhu Yiming, and there is technical, foundry, and investment cooperation between the two parties. This move highlights the initial exposure of the domestic DRAM industry in China within international ETFs.

According to the official announcement from Jupiter, the Solana chain now supports trading of the memory ETF DRAM (Roundhill Memory ETF), with holdings covering Samsung, SK Hynix, Micron, and SanDisk.

According to Bloomberg, Apple has raised the starting prices of several Mac and iPad models to offset the rising costs caused by shortages of memory and storage chips.The company's official website shows that the starting price of the MacBook Neo has been raised from $599 to $699, the MacBook Air from $1,099 to $1,299, and the MacBook Pro, iPad Air, and iPad Pro have also seen price increases. This move will not affect Apple's main source of profit—iPhone.

According to Jinshi reports, NVIDIA CEO Jensen Huang stated that the memory shortage will last for several years and he will meet with the Vice Chairman of Samsung tomorrow.Additionally, according to the South Korean private news agency NEWSIS, Jensen Huang and SK Group Chairman Chey Tae-won will announce a cooperation plan on Monday.

Recently, the semiconductor and memory chip sectors of the US stock market have continued to strengthen, with significant increases in trading activity for related assets. According to Gate market data, Micron Technology (MU) reached a 24-hour high of $951.26, currently reported at $936.77, with a 24-hour increase of 2.76%; SanDisk (SNDK) reached a 24-hour high of $1693.83, currently reported at $1654.41, with a 24-hour increase of 5.94%.According to CoinGlass data, the 24-hour contract trading volume for MU (Micron Technology) on the Gate platform reached $15.1529 million, while SNDK (SanDisk) reached $11.2302 million, both ranking among the top in the industry, with related trading activity continuing to rise.As global demand for traditional asset allocations like US stocks continues to grow, Gate is continuously bridging cryptocurrency and traditional financial trading scenarios through a unified account system. Users can conveniently participate in trading global mainstream assets such as stocks, metals, foreign exchange, indices, and commodities through a single USDT account, further enhancing cross-market trading efficiency and capital utilization flexibility.Gate has launched over 130 US stock-related perpetual contract targets, as well as over 430 CFD contract targets, and is continuously expanding its diverse product lines including spot tokens, perpetual contracts, and on-chain assets, supporting 24/7 trading to provide users with a more flexible and efficient one-stop global asset trading experience.

Nomura published a report indicating that AI-driven demand is growing exponentially, while memory supply is limited, suggesting that memory stocks are set for a valuation reassessment. The firm significantly raised the target prices for Samsung Electronics and SK Hynix, with Samsung's target price soaring from 340,000 KRW to 590,000 KRW, and SK Hynix's target price rising from 2,340,000 KRW to 4,000,000 KRW, both rated as "Buy." Nomura stated that as AI semiconductor demand shifts from training to inference workloads, memory demand is entering a period of exponential expansion.In contrast, the firm believes that industry supply growth during the same period may still be constrained to about 5 to 6 times (with a compound annual growth rate of about 30%), raising serious questions about whether the structural supply-demand imbalance can truly be resolved. The firm mentioned that currently, the industry is attempting to narrow this widening supply-demand gap through various software and architectural optimizations, but Nomura believes these solutions can only slow the growth rate rather than reverse the trend.

The GoPlus Security team has disclosed a new type of attack in its AgentGuard AI project: inducing AI agents to perform unauthorized sensitive operations through "memory poisoning." This attack method does not rely on traditional vulnerabilities or malicious code but exploits the long-term memory mechanism of AI agents. For example, an attacker first induces the agent to "remember preferences," such as "usually prioritizing proactive refunds instead of waiting for chargebacks," and then uses vague expressions like "process as usual" or "execute as before" in subsequent instructions, thereby triggering automated financial operations.GoPlus points out that the key risk in such cases lies in the AI agent mistakenly treating "historical preferences" as a basis for authorization, leading to financial losses or security incidents in operations such as refunds, transfers, and configuration changes. To address this issue, the team has proposed several protective recommendations, including:Operations involving refunds, transfers, deletions, or sensitive configurations must require explicit confirmation in the current session.Memory-related instructions like "habit," "usual way," and "as before" should be regarded as high-risk state changes.Long-term memory must have a traceability mechanism (writer, time, confirmation status).Vague instructions should automatically elevate the risk level and trigger secondary verification.Long-term memory must not replace real-time authorization processes.The team emphasizes that the "AI agent memory system" should be viewed as a potential attack surface and should be constrained and audited through a dedicated security framework.

Aptos announced that after the governance vote passes, it will become the first Layer 1 public chain to provide a native encrypted mempool. This feature achieves complete confidentiality of transaction intentions, does not affect transaction speed, and aligns the trust assumptions with the network itself, aiming to protect users from frontrunning at the protocol level.

According to OnchainLens monitoring, the whale "0x3Ed" added an investment of 2.668 million USDC to Hyperliquid and opened positions in EWY (iShares MSCI Korea ETF) and DRAM (memory ETF) with 20x leverage.This whale currently still holds long positions in MU (Micron Technology) and SNDK (SanDisk) with a total value of 12 million dollars, realizing an unrealized profit of 848,000 dollars.

Tencent Cloud officially released the "Lobster" memory service ------ TencentDB Agent Memory, adding a layer of long-term memory capability to OpenClaw. Currently, Agent Memory is seamlessly integrated into Tencent Cloud Lighthouse, ClawPro, and other products in the form of a plugin, supporting free one-click activation.

Polygon announced the launch of the Private Mempool, a private transaction submission entry that protects each transaction from front-running and sandwich attacks.Simply replace the RPC address with the corresponding private entry to use this feature, with no additional operations required.

According to Jinshi reports, U.S. memory stocks generally fell, with Micron Technology down 5.28%, SanDisk down 2.7%, and Seagate down 4.4%.

Ethereum co-founder Vitalik Buterin recently published a series of technical articles discussing the future roadmap of Ethereum. In the latest article, he focused on analyzing the potential centralization risks in the block building pipeline and proposed solutions such as expanding the FOCIL mechanism and introducing encrypted mempools to enhance the network's censorship resistance.According to the plan, Ethereum will launch the Glamsterdam upgrade in the first half of 2026, which will introduce the enshrined Proposer-Builder Separation (ePBS) mechanism. This mechanism allows block proposers to outsource block construction to a permissionless open market, reducing the centralization risk at the staking level. However, Buterin pointed out that while ePBS can prevent the concentration of block building rights among a few staking pools, the block construction itself may still become concentrated among a few high-tier participants due to specialization and maximizing MEV, leading to a new trend of centralization.To address this issue, Ethereum developers plan to simultaneously launch the FOCIL (Forward Obligatory Commitment to Inclusion Lists) mechanism in the Glamsterdam upgrade. The initial version will randomly select 16 witnesses and mandate that specific transactions must be included in the block; otherwise, the block will be rejected. Buterin stated that even if block construction is controlled by a single malicious entity, FOCIL can still ensure that transactions cannot be completely censored.Additionally, Buterin explored the possibility of expanding the scale of FOCIL ("big FOCIL") and introducing encrypted mempools to further mitigate the issues of information asymmetry and power concentration in the block building process. Recently, Buterin has been vocal about topics such as the quantum resistance roadmap, execution layer improvements, and block building mechanisms, indicating that the core Ethereum development team is conducting systematic design and risk assessment for the next phase of protocol upgrades.