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Will developing CXL in-house jeopardize their own DRAM business? Samsung, SK Hynix, and Micron simultaneously abandon in-house development of CXL controllers.

Will developing CXL in-house jeopardize their own DRAM business? Samsung, SK Hynix, and Micron simultaneously abandon in-house development of CXL controllers.

``` The world's three major memory chip manufacturers have completely halted their independent research and development plans for CXL (Compute Express Link) controllers, turning instead to products from specialized chip design companies. This collective shift reflects the core contradiction in the memory industry: aggressively promoting self-developed chips could erode
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Latest statement from insurance funds: Taiping continues to increase holdings in technology, consumer, and new energy sectors; interim dividends moved up the agenda.

Latest statement from insurance funds: Taiping continues to increase holdings in technology, consumer, and new energy sectors; interim dividends moved up the agenda.

``` On July 20, China Pacific Insurance (CPIC) issued the "Announcement on Firmly Supporting Capital Market Development and Enhancing Shareholder Returns", stating its strong confidence in China’s capital markets, its intention to continuously increase equity allocation, and clarified plans to prepare for interim profit distribution and optimize the
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South Korean brokerage Meritz: Middle Eastern sovereign AI funds are entering to purchase South Korean memory chips; Kimi K3 is a positive, not a negative impact.

South Korean brokerage Meritz: Middle Eastern sovereign AI funds are entering to purchase South Korean memory chips; Kimi K3 is a positive, not a negative impact.

``` Middle Eastern sovereign AI funds have officially entered the memory procurement market, reshaping the supply-demand landscape and driving prices to accelerate upwards. Meanwhile, the recently released Kimi K3 model, a hot topic in the AI community, has been interpreted by Korean securities firms as a mid-term positive for AI hardware,
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