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Jukan
Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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God of Prompt
I added this to my custom instructions and I love Claude's improved reasoning
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I added this to my custom instructions and I love Claude's improved reasoning
Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY tweet
God of Prompt
RT @rryssf_: Instead of watching a 2-hour movie, read this masterclass on building slides with Lovable!
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RT @rryssf_: Instead of watching a 2-hour movie, read this masterclass on building slides with Lovable!
https://t.co/YJR9EALjJ5 tweet
X (formerly Twitter)
Arman Hezarkhani (@ArmanHezarkhani) on X
The Complete Guide: Lovable for Slide Decks
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God of Prompt
RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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Michael Fritzell (Asian Century Stocks)
RT @rich_toad: January 2022, I called Fred Liu @HaydenCapital: I told him I quit my hedge fund analyst job without anything lined up. Fred asked me: “so you gonna try another buy side seat or pursue entrepreneurship?” I said, “the latter.” The rest is history. Great to catch up, brother!
By the way, Fred is looking for an intern based in Los Angeles (open to remote for exceptional talent) to help with special projects, including building AI-driven research workflows. You’ll also get to learn directly from him for free.
I’ve known Fred for eight years. If you get the chance to work with him, you’re very lucky.
DM me for details.
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RT @rich_toad: January 2022, I called Fred Liu @HaydenCapital: I told him I quit my hedge fund analyst job without anything lined up. Fred asked me: “so you gonna try another buy side seat or pursue entrepreneurship?” I said, “the latter.” The rest is history. Great to catch up, brother!
By the way, Fred is looking for an intern based in Los Angeles (open to remote for exceptional talent) to help with special projects, including building AI-driven research workflows. You’ll also get to learn directly from him for free.
I’ve known Fred for eight years. If you get the chance to work with him, you’re very lucky.
DM me for details.
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God of Prompt
RT @godofprompt: openclaw doesn't have to be expensive
here's the cheapest stack
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RT @godofprompt: openclaw doesn't have to be expensive
here's the cheapest stack
https://t.co/oNpZYTk7a2 tweet
X (formerly Twitter)
God of Prompt (@godofprompt) on X
🔑 openclaw + minimax = the $14/month ai agent
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Michael Fritzell (Asian Century Stocks)
RT @10_ch_10: Capcom is down a whopping 8.45% at the time being, without any real news other than the fall of Nintendo. But I imagine that the next fiscal year will be a tough one for the company; Onimusha is too niche, Pragmata is their most expensive game ever and also too niche, Monster Hunter Wilds is in the bargin bins here in Japan, its failure among gamers haunting the stock. Resident Evil 9 (and the rumored Code Veronica remake for next FY) will undoubtedly do very well, but Capcom's story is all about Monster Hunter. They need a new initially Switch 2-exclusive one that doesn't suck, and fix Wilds if possible, before some competitor (Chinese) snags the genre. $CCOEY $9697.JP
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RT @10_ch_10: Capcom is down a whopping 8.45% at the time being, without any real news other than the fall of Nintendo. But I imagine that the next fiscal year will be a tough one for the company; Onimusha is too niche, Pragmata is their most expensive game ever and also too niche, Monster Hunter Wilds is in the bargin bins here in Japan, its failure among gamers haunting the stock. Resident Evil 9 (and the rumored Code Veronica remake for next FY) will undoubtedly do very well, but Capcom's story is all about Monster Hunter. They need a new initially Switch 2-exclusive one that doesn't suck, and fix Wilds if possible, before some competitor (Chinese) snags the genre. $CCOEY $9697.JP
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Jukan
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely.
Pricing strategy shift
Aligned with China's supply chain localization drive, domestic memory leaders CXMT and YMTC have steadily raised prices in recent years, with products now nearing or even surpassing levels set by South Korean rivals. Sources indicate that meaningful new capacity from both companies is unlikely to ramp up before 2027.
CXMT has historically lagged international DRAM peers in gross margin due to process maturity and yield challenges, but the recent recovery in DRAM pricing has materially improved profitability. In the third quarter of 2025, its average gross margin climbed to 35%, sharply reducing quarterly losses. With the industry entering a new upcycle in the second half of 2025, full-year net profit is now forecast at CNY2–3.5 billion (US$288–504 million), well ahead of earlier projections that placed profitability in 2026 or 2027.
DDR5 advancement
Sources said CXMT launched its latest DDR5 products in November 2025, delivering speeds up to 8,000 megabits per second and single-die capacities of 24gigabits, with mass production yields and performance continuing to improve. Rising DDR5 and LPDDR5 prices have lifted average selling prices, directly supporting revenue growth.
With CXMT preparing for an IPO, industry sources said there is little rationale to redirect resources back to DDR4 production. Under policy guidance, the company is expected to continue advancing toward higher-end DRAM processes. As DDR4 moves into end-of-life status, a large-scale return to DDR4 manufacturing is viewed as increasingly improbable.
Sources added that CXMT will allocate roughly 10,000 wafers of DDR4 capacity to its strategic investor GigaDevice Semiconductor. From the first quarter of 2026, the company will further cut its remaining in-house DDR4 output from around 20,000 wafers to 10,000 wafers, serving only long-term customers. With the production window short, internal DDR4 inventories are now almost exhausted.
Market rumors recently suggested CXMT was selling 32GB DDR4 modules at roughly 30% of prevailing market prices. Downstream module makers rejected the claims, saying the market remains firmly seller-led, where even a 10% discount would quickly clear inventory. Supported by strong domestic demand, Chinese memory suppliers have largely exited their former low-price strategy, now pricing in line with market levels or even above South Korean competitors.
Tight memory supply persists despite capacity expansion
Pricing trends are already reflecting the shift, sources said. SK Hynix is quoting around US$20 for 1-terabit NAND wafers in January 2026, while YMTC is reportedly pricing at US$21 to US$21.5 in certain channels, indicating Chinese suppliers are already commanding premiums in specific markets.
While SK Hynix's official pricing is lower, its conservative allocation strategy often leaves buyers short of requested volumes. YMTC, though slightly more expensive, is able to meet procurement targets, with supply reliability compensating for the price difference.
Though CXMT and YMTC are accelerating DRAM and NAND expansion, industry observers said full ramp-up will take time. YMTC's Phase 3 fab in Wuhan may begin operations in 2026 if construction remains on track, but significant NAND output is not expected until 2027, with part of the capacity allocated to DRAM development and production.
CXMT is also expanding its Shanghai fab, with total capacity projected to reach two to three times that of its Hefei base. Sources noted the cleanroom was only recently compl[...]
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely.
Pricing strategy shift
Aligned with China's supply chain localization drive, domestic memory leaders CXMT and YMTC have steadily raised prices in recent years, with products now nearing or even surpassing levels set by South Korean rivals. Sources indicate that meaningful new capacity from both companies is unlikely to ramp up before 2027.
CXMT has historically lagged international DRAM peers in gross margin due to process maturity and yield challenges, but the recent recovery in DRAM pricing has materially improved profitability. In the third quarter of 2025, its average gross margin climbed to 35%, sharply reducing quarterly losses. With the industry entering a new upcycle in the second half of 2025, full-year net profit is now forecast at CNY2–3.5 billion (US$288–504 million), well ahead of earlier projections that placed profitability in 2026 or 2027.
DDR5 advancement
Sources said CXMT launched its latest DDR5 products in November 2025, delivering speeds up to 8,000 megabits per second and single-die capacities of 24gigabits, with mass production yields and performance continuing to improve. Rising DDR5 and LPDDR5 prices have lifted average selling prices, directly supporting revenue growth.
With CXMT preparing for an IPO, industry sources said there is little rationale to redirect resources back to DDR4 production. Under policy guidance, the company is expected to continue advancing toward higher-end DRAM processes. As DDR4 moves into end-of-life status, a large-scale return to DDR4 manufacturing is viewed as increasingly improbable.
Sources added that CXMT will allocate roughly 10,000 wafers of DDR4 capacity to its strategic investor GigaDevice Semiconductor. From the first quarter of 2026, the company will further cut its remaining in-house DDR4 output from around 20,000 wafers to 10,000 wafers, serving only long-term customers. With the production window short, internal DDR4 inventories are now almost exhausted.
Market rumors recently suggested CXMT was selling 32GB DDR4 modules at roughly 30% of prevailing market prices. Downstream module makers rejected the claims, saying the market remains firmly seller-led, where even a 10% discount would quickly clear inventory. Supported by strong domestic demand, Chinese memory suppliers have largely exited their former low-price strategy, now pricing in line with market levels or even above South Korean competitors.
Tight memory supply persists despite capacity expansion
Pricing trends are already reflecting the shift, sources said. SK Hynix is quoting around US$20 for 1-terabit NAND wafers in January 2026, while YMTC is reportedly pricing at US$21 to US$21.5 in certain channels, indicating Chinese suppliers are already commanding premiums in specific markets.
While SK Hynix's official pricing is lower, its conservative allocation strategy often leaves buyers short of requested volumes. YMTC, though slightly more expensive, is able to meet procurement targets, with supply reliability compensating for the price difference.
Though CXMT and YMTC are accelerating DRAM and NAND expansion, industry observers said full ramp-up will take time. YMTC's Phase 3 fab in Wuhan may begin operations in 2026 if construction remains on track, but significant NAND output is not expected until 2027, with part of the capacity allocated to DRAM development and production.
CXMT is also expanding its Shanghai fab, with total capacity projected to reach two to three times that of its Hefei base. Sources noted the cleanroom was only recently compl[...]
Offshore
Jukan China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said…
eted, while equipment installation and process tuning have yet to start. Export controls continue to constrain expansion, with tool installation unlikely before the second half of 2026 and volume production expected in 2027.
Industry analysts said that although China's memory makers are scaling up rapidly and could eventually approach global leaders in size, current supply tightness appears structural, with shortages unlikely to ease materially through 2026 and 2027.
As AI applications continue to expand, demand for DRAM and NAND is expected to rise further, closely linking the memory industry's long-term growth to AI adoption.
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Industry analysts said that although China's memory makers are scaling up rapidly and could eventually approach global leaders in size, current supply tightness appears structural, with shortages unlikely to ease materially through 2026 and 2027.
As AI applications continue to expand, demand for DRAM and NAND is expected to rise further, closely linking the memory industry's long-term growth to AI adoption.
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