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The company overtook Micron, Kioxia and Sandisk in revenue as of 1Q, and was only slightly behind SK Hynix, the second-biggest NAND flash supplier globally, they note. Meanwhile, YMTC's gross margin surged to 77% in the quarter from 35% in 2025, one of the highest levels among peers. YMTC's swift margin improvement showed that \"its technology, price and cost likely was on par, if not better,\" they say. The analysts think YMTC is more competitive than they expected and continues to cast an overhang on rivals like Kioxia.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAL","BK4588","MIC","RAM","RAMZ","DRMP","DRMY","MUU","DISK","MUD","MUYY","MUG","MUZ","MULL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146371802","title":"Samsung Executive Forecasts HBM to Reach Nearly 30% of Industry DRAM Capacity Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1146371802","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146371802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 11:50","pubTimestamp":1790653827,"startTime":"0","endTime":"0","summary":"A Samsung Electronics executive said on Tuesday that high-bandwidth memory (HBM) is expected to account for nearly 30% of total wafer capacity for DRAM chipmakers next year, up from about 20%...","market":"other","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RAMZ","DISK","MUG","EMXC","BK4588","MUD","MUU","MUZ","MULL","DRMP","HBMX","MIC","RAM","BK4585","MUYY","DRMY","DRAL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671784262","title":"CXMT Proposes Raising Related-Party Transaction Amount By 2.14 Billion Yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2671784262","media":"MT Newswires Live","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671784262?lang=en_us&edition=fundamental","pubTime":"2026-09-29 10:54","pubTimestamp":1790650452,"startTime":"0","endTime":"0","summary":"ChangXin Memory Technologies , or CXMT, proposed to raise its estimated amount for related-party transactions for the year by 2.14 billion yuan, according to a Shanghai bourse filing on Tuesday.The adjustment covers the amount of the company's foundry services and sales of DRAM, or dynamic random-access memory, products with its related party, GigaDevice, raising the estimated amount to 7.85 billion yuan from 5.71 billion yuan.The Chinese chipmaker made the proposal due to the increase in DRAM products' market prices.The company's shares rose 1% during the morning trade.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["DISK","RAMZ","MIC","MUD","DRAM","688825","DRMY","BK4588","MUG","MUU","MUYY","RAM","DRAL","MUZ","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671266612","title":"Micron or Nvidia: One AI Stock Is Poised to Outperform, the Other Is Harder to Call, Says Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2671266612","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671266612?lang=en_us&edition=fundamental","pubTime":"2026-09-29 08:13","pubTimestamp":1790640791,"startTime":"0","endTime":"0","summary":"The AI boom has treated Micron (NASDAQ:MU) and Nvidia (NASDAQ:NVDA) quite well, although their gains this year have been anything but comparable. M...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/micron-or-nvidia-one-ai-stock-is-poised-to-outperform-the-other-is-harder-to-call-says-goldman-sachs?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/micron-or-nvidia-one-ai-stock-is-poised-to-outperform-the-other-is-harder-to-call-says-goldman-sachs?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0006306889.USD","IE00B3S45H60.SGD","LU0234570918.USD","LU1979441026.SGD","LU2125154935.USD","LU2168564065.EUR","LU1791710400.SGD","SGXZ80539844.SGD","NVD2.UK","LU0211327993.USD","BK4548","LU0823421416.USD","LU0787776722.HKD","LU2125909759.SGD","LU1429558221.USD","LU0154236417.USD","LU0266013472.USD","GB00BDT5M118.USD","LU1145028129.USD","NULC","LU1280957306.USD","LU2237443978.SGD","LU0689626769.HKD","LU1720051017.SGD","LU2063271972.USD","LU2896262040.SGD","LU2491050154.USD","LU0316494557.USD","BK4566","LU0061474960.USD","NVDY","USXF","LU0274383776.USD","LU2326559502.SGD","09788","LU2602419157.SGD","BK4605","LU2430703178.SGD","CNEQ","LU0289960550.SGD","LU2462591350.SGD","IE00BDRTCR15.USD","LU2471134952.CNY","LU0345770993.USD","LU0724617625.USD","LU2083900584.USD","IE00BWXC8680.SGD","MULL","LU2244417387.USD","LU2357627491.SGD","LU2092627202.USD","HK0000914660.USD","LU2237443622.USD","LU2087625088.SGD","LU2463028550.USD","LU1267930813.SGD","LU2543165471.USD","SMHX","LU0215105999.USD","NVII","LU1116320901.HKD","LU2077746001.SGD","EFIV","MUU","LU1778281490.HKD","LU0310800379.SGD","LU2125154778.USD","LU1718418525.SGD","LU2133065610.SGD","LU2125909247.SGD","LU2357125470.USD","IE0009356076.USD","IE0034235303.USD","FDTX","IE00B3M56506.USD","LU0345770308.USD","2NVD.UK","LU0210536198.USD","LU0882574139.USD","LU1815333072.USD","LU0265550359.USD","HK0000304805.HKD","LU0061475181.USD","ANV","IE00BQXX3C00.GBP","BK4585","IE00BZ1G4Q59.USD","IE00BKPKM429.USD","LU0289961442.SGD","LU0308772762.SGD","FXL","LU0979878070.USD","LU1127390331.HKD","HK0000304797.USD","LU0079474960.USD","07788","LU2637965513.SGD","SG9999002224.SGD","IE0009G5SDU7.USD","LU1400636491.USD","NVDG","LU2491050071.SGD","IE00BYXW3230.USD","LU1261432733.SGD","LU0143551892.USD","SG9999000418.SGD","XNTK","IE00B7KXQ091.USD","LU2417539215.USD","IETC","IE00BFSS7M15.SGD","LU0965509010.AUD","09388","AGOX","3NVD.UK","LU0823414478.USD","FAI","LU0127658192.USD","LU1861127337.USD","LU0786609619.USD","LU2065171402.SGD","LU2505996681.GBP","LU2552382132.HKD","LU2487616109.SGD","LU1935043452.HKD","LU0861579265.USD","LU1551013425.SGD","SG9999015945.SGD","IE00B3SWFQ91.USD","LU1861215975.USD","HK0000532082.HKD","LU2746668974.SGD","LU2750360997.AUD","LU0347712357.USD","DIPS","LU1691799644.USD","LU0211328371.USD","LU1037948897.HKD","LU2430703095.HKD","BK4527","LU0069063385.USD","SG9999014575.USD","LU2506951792.HKD","LU0642271901.SGD","LU0109392836.USD","LU0198837287.USD","LU0323240290.USD","LU2087621335.USD","LU1989764664.SGD","LU1623119135.USD","LU1366333091.USD","LU2552382215.SGD","LU1923623000.USD","LU2360107168.USD","LU1674673691.USD","LU2048586759.USD","LU0080751232.USD","LU0203347892.USD","LU0106261372.USD","LU2413666426.HKD","LU2272731865.HKD","IE00B19Z8W00.USD","LU0823434740.USD","BK4532","LU1496350502.SGD","LU2242649171.HKD","LU2860962120.EUR","IE00B7SZLL34.SGD","LU1974910355.USD","LU1064131342.USD","NVD3.UK","LU0823421333.USD","LU0965508806.USD","IE00B4JS1V06.HKD","LU1935042215.USD","LU1316542783.SGD","LU2265009873.SGD","LU1720051108.HKD","LU0225283273.USD","BK4554","LU0124676726.USD","IE0004091025.USD","SG9999014914.USD","SG9999014880.SGD","LU2047632596.USD","BOBP","SGXZ31699556.SGD","FTXL","NVDW","LU0170899867.USD","07388","LU0795875086.SGD","LU1035773651.USD","LU0708994859.HKD","LU1242518857.USD","LU0889566641.SGD","SG9999017495.SGD","IE0004445239.USD","LU2360032135.SGD","LU1935043023.USD","LU1934455194.USD","LU2106854487.HKD","LU2100268510.USD","BK4612","BK4512","LU0081259029.USD","LU0107464264.USD","LU1003077747.HKD","LU2092937148.SGD","LU0868494617.USD","LU2264538146.SGD","SNPE","NVDS","IE000ITXATA3.USD","LU2433249047.HKD","IE000KEQY171.SGD","LU2461242641.AUD","MUG","LU0011850046.USD","NVDQ","FTEC","LU1989772923.USD","NVIW.SI","LU0077335932.USD","LU2505996509.AUD","LU2954938101.SGD","IE000M9KFDE8.USD","LU2347655073.USD","LU2213496289.HKD","SPTE","IE00BJJMRY28.SGD","MUD","XLK","CHPX","SGXZ51526630.SGD","LU1670756490.USD","AIPI","BK4551","BK4550","LU2168564222.USD","IE00B4YYXB79.USD","USD","IE00BMPRXN33.USD","LU1868837300.USD","LU0545039389.USD","LU0256863902.USD","LU0957808578.USD","GAMR","LU0859254822.USD","LU1496350171.SGD","IE00BM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Sees AI Bubble Bursting Sooner, Shifts to Put Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in the \"low $400s,\" the reports said.He also enlarged his Palantir  put position centered at a September 2027 expiration in the \"low $100s.\"Burry cited Ares Management research on risks tied to unproven AI revenue and comments from Acer's CEO on the return of memory chip cyclicality, according to the 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MongoDB stock slumped 18%.Intel , Micron Technology : Chip stocks mostly fell and were some of the most actively traded shares, with Intel in the top five.Nvidia : The chip company bucked the trend among tech shares, rising 1.7% after its board authorized a $150 billion increase to its share repurchase program.Meta Platforms : The Facebook owner slipped 4.8%, after recent gains fueled by the popularity of its Muse AI agent.Oracle : Shares fell 3.3%, extending losses from last week, when cracks emerged in a huge, debt-fueled data-center project in New Mexico.Persimmon , Taylor Wimpey : In Europe, 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At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. 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On Monday, September 28, before the US stock market opened, all three major US index futures were trading lower. As of press time, Dow futures fell 0.55%, S&P 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Equity Futures Drop Pre-Bell as Oil Prices Rise Amid US Rejection of Iran's Proposal to Reopen Strait of Hormuz","url":"https://stock-news.laohu8.com/highlight/detail?id=2670234748","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670234748?lang=en_us&edition=fundamental","pubTime":"2026-09-28 19:59","pubTimestamp":1790596760,"startTime":"0","endTime":"0","summary":"US equity futures were lower pre-bell Monday as oil prices rose following the US rejection of Iran's conditional proposal to reopen the Strait of Hormuz.Dow Jones Industrial Average futures were 0.5% lower, S&P 500 futures were down 0.6%, and Nasdaq futures were 0.8% lower.President Donald Trump told his staff that he expects to resume bombing Iran after the US midterm elections in November, The Wall Street Journal reported Saturday.Iran's conditions had included a halt to US \"acts of aggression,\" an end to the naval blockade and economic warfare, and the release of Iranian assets, CNBC cited Iranian foreign ministry spokesman Esmaeil Baghaei as saying.After Chinese President Xi Jinping met with President Donald Trump in Washington last week, the two countries have released lists of products worth about $30 billion each that are set to see tariff cuts, the Associated Press reported.Expected to report financial results this week are Micron Technology , Accenture , and Nike .Oil prices 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