This isn't about memory chips, but implementable logic blocks for chip vendors, and it's a significant milestone for the ...
KeyBanc warns a 2026 memory supply crunch may lift DRAM/NAND prices, hit PC/smartphone shipments, and boost Micron, Nvidia ...
700% higher concurrency 50% memory savings Startup is 10 times faster. Packing 90% smaller; It also supports java8 ~ java25, native runtime.
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.