
CXMT Claimed a DRAM Breakthrough With No Specs. Korea's Kospi Fell 5.5% Anyway.
China's CXMT says it will ship 4F² DRAM server memory by year-end. It shared no specs, yet Samsung and SK Hynix sank and the Kospi fell 5.46% on October 13.
Deals, earnings, acquisitions and restructurings across the tech industry. We read the filings and announcements so we can explain what a deal changes, not just what it costs.

China's CXMT says it will ship 4F² DRAM server memory by year-end. It shared no specs, yet Samsung and SK Hynix sank and the Kospi fell 5.46% on October 13.

Nikkei says Apple cut iPhone 18 Pro component orders at least 15% after a $100 price rise caused by AI-fuelled memory costs. Apple has not confirmed the report.

SpaceX is buying the 800 MHz airwaves T-Mobile sold in August, reportedly for $8B, to launch Starlink Mobile. AT&T, Verizon and T-Mobile stocks sank nearly 7%.

Qualcomm reportedly discussed paying $8 billion to $10 billion for Jim Keller's RISC-V chip startup Tenstorrent. Then Keller said in Tokyo that the two companies are not in acquisition talks.
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