News linked to both this project and an event.
According to Odaily, the persistent memory supply shortage driven by AI demand continues to exert upward pricing pressure on smartphone manufacturers such as Samsung Electronics, Apple, and Xiaomi in the second half of the year. Industry sources indicate that Samsung Electronics' upcoming Galaxy Z8 series, set to be released this month, has an increased likelihood of price increases based on storage capacity. The price of the 256GB base model is expected to remain at a similar level to its predecessor, approximately 3.05 million won, while the 512GB and 1TB models may see price increases of around 120,000 won each. This pricing strategy aims to minimize the price increase for the base model while prioritizing adjustments to higher-capacity models, which are more affected by memory cost pressures.
According to Odaily, Trade.XYZ today launched the pre-market contract for ChangXin Memory Technologies (CXMT) on the Hyperliquid HIP-3 market. The price peaked at $8.64 and has now retreated to around $8. According to statistics, CXMT's total share capital post-issuance is approximately 66.888 billion shares. Based on the current pre-market price, CXMT's market value is approximately $540 billion, surpassing Tencent ($526.5 billion) to rank 32nd globally in market capitalization.It is reported that CXMT will initiate its new share subscription on the STAR Market (科创板) on July 16.
BNB Chain has released its technology roadmap for the second half of 2026, announcing continued optimization around speed, throughput, and protocol stability. The network plans to double the throughput of the BSC mainnet again, while developing a next-generation Layer 1 architecture designed for the next decade.BNB Chain stated that in the first half of 2026, BSC completed several performance upgrades, including reducing the block interval from 750 milliseconds to 450 milliseconds, decreasing Memory Finality time from 1125 milliseconds to 650 milliseconds, and increasing baseline throughput from approximately 2800 TPS to around 5200 TPS. At the middleware level, BNB Chain has also advanced AI agent and payment infrastructure development, including the launch of BNB Agent Studio and BNB Agent SDK to support autonomous on-chain AI agent deployment. It has also continued to refine the Middleware Payment Protocol (MPP) SDK and is exploring institutional-grade privacy frameworks.For the second half of 2026, BNB Chain has outlined three core objectives:Double throughput: Through BEP-675, BAL integration, and EVM execution optimizations, drive further performance improvements on the BSC mainnet, with a long-term goal of achieving a 10x overall performance increase for the BNB Chain ecosystem;Mitigate network congestion impact: Enhance stability during peak periods through resource isolation, dedicated transaction channels, and a transaction inclusion mechanism based on the FOCIL concept;Lower barriers to entry: Optimize gas fee structures for different industries to reduce costs for enterprises entering Web2 and Web3 application scenarios.
SemiAnalysis posted on X platform, stating that the proportion of memory in hyperscaler capital expenditure has sparked considerable discussion, especially after MU's earnings report last week. Some market participants were surprised by the potential level this ratio could reach next year. SemiAnalysis published its initial views in late February, and many clients disagreed with its 30% figure. In May, after pricing increases exceeded expectations, SemiAnalysis responded that, when combining DRAM, NAND, and HBM spending, memory expenditure in Nvidia systems would exceed 30% by the end of 2026 and surpass 40% by 2027. SemiAnalysis expects this dynamic to gain greater understanding in the coming months.
According to TechFlow Research, Bank of America released a global storage technology research report on June 26, believing that this cycle differs from previous ones and has a structural foundation.
Roundhill T-REX 2X Long DRAM Daily Target ETF (RAM) has begun trading. This product is the only 2x leveraged ETF issued in partnership with Roundhill, which is the issuer of DRAM (Roundhill Memory ETF).RAM aims to provide 2x the daily performance of DRAM, resetting daily, and is designed for active traders.
Recently, a new dispute has erupted between two well-known research institutions, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant sources, stating, "The performance of the Rubin Ultra HBM has actually degraded to the 12 Hi level, and they haven't even started using HB technology yet.In 2027, they won't be using 16 Hi chips. Currently, hybrid bonding technology is very expensive for HBM due to its extremely low yield rates.BESI's biggest short-term advantage lies in TSMC's adoption of hybrid bonding technology in its chip manufacturing and packaging processes. This enables the integration of EIC and PIC, thereby improving CPO production efficiency." In response, Citrini researcher Jukan commented with a related tweet, saying, "I told you this back in April."Regarding this matter, SemiAnalysis founder Dylan Patel shared a screenshot from Discord and stated: "As early as March, clients using the SemiAnalysis Memory and Accelerator models were already informed that the Rubin Ultra 16 Hi would be replaced by the 12 Hi version."Previously, Citrini researcher Jukan had cited sources claiming "Nvidia plans to significantly cut the memory configuration of its new generation rack systems," which led to a sharp collective decline in the US and Korean stock memory sectors at the time. SemiAnalysis founder Dylan Patel clarified that the report was taken out of context and was overly sensationalized with its headline.
Odaily reports, VistaShares posted on X platform that Micron will release its earnings on June 24, with revenue achieving triple-digit growth for multiple consecutive quarters. VistaShares pointed out that the key indicator to determine whether this memory cycle is sustainable or has peaked is the gross margin, with Micron's latest guidance approaching 81%, compared to 37% one year ago.VistaShares noted that revenue reflects delivered results, serving as a retrospective figure in a supply-constrained market, locked in by contracts signed several quarters ago. Profit margins reflect pricing power, which begins to change first when supply starts to catch up with demand. Memory always collapses on margins, not on revenue.
According to the official announcement, to celebrate its fourth anniversary, Huobi Community launched the themed campaign “Four Years Together, Grateful for Your Presence” from May 19 to June 11, and unveiled the dedicated page “Community Co-Journey Archive.” This special page features four major sections: “Community Prophecy Highlights,” “Milestones of the Fourth Anniversary,” “Annual Data Report,” and “User Memory Wall,” enabling users to revisit top posts, trending topics, and the “Top Creators List” of the year. The themed campaign comprises four interactive activities: 1. **The “Oracle Challenge”** runs from May 20 to May 29. Every day at 11:00 a.m., the platform posts the day’s trending token in the campaign thread; users submit their prediction—“up” or “down”—for the next day’s price movement. Results are determined by comparing the Huobi HTX closing price at 11:59 p.m. against the opening price that day. Each day, 20 correct predictors are randomly selected to receive rewards. 2. **The “Wealth Story Submission Campaign”** runs from May 19 to June 7. Users can post stories about their personal experiences or investment insights under the hashtag #HuobiCommunity4thAnniversary# to compete for three tiers of awards, including the “Annual Story Award.” 3. **The “Fourth Anniversary Meme Relay Contest”** runs from May 20 to June 8. Users may post original memes, emoji packs, or humorous anecdotes in the comment section of the campaign thread; an official judging panel will select the top three “Meme Relay Champions.” 4. **“My First Time in the Community – Memory Collection”** launches concurrently. Users are invited to share their first comment, first article, or most memorable discussion on Huobi Community; selected submissions will be featured on the “User Memory Wall” section of the dedicated page.
According to the official announcement, Bybit has today launched perpetual contracts for three new assets: the Direxion Daily Semiconductor Bull 3x Shares ETF (SOXLUSDT), the Roundhill Memory ETF (DRAMUSDT), and Cerebras Systems (CBRSUSDT). These contracts cover popular sectors including leveraged ETFs, semiconductor memory, and AI chips. All are USDT-margin based, support both long and short positions, and remain tradable even during related market holidays. Users can also enjoy a limited-time fee discount: from now until 10:00 UTC on May 31, 2026, maker fees are 0%, and taker fees are reduced by 50%. With exposure across multiple high-potential sectors, now is the ideal time to enter at these low fees.
According to official announcements, the Gate CFD contract zone has launched 53 CFD trading pairs: SHLD (GLOBAL X Defense Technology ETF), DRAM (Roundhill Memory ETF), GME (GameStop), NBIX (Neurocrine Biosciences), BAX (Baxter International), KMI (Kinder Morgan), CFG (Citizens Financial Group), Z (Zillow Group), DVN (Devon Energy), ADP (Automatic Data Processing), ADM (Archer-Daniels-Midland), GPN (Global Payments), SIRI (Sirius XM), ECL (Ecolab), MPC (Marathon Petroleum), MDLZ (Mondelez International), BKR (Baker Hughes), EL (Estée Lauder Companies), LVS (Las Vegas Sands Corp), LHX (L3Harris Technologies), VALE (Vale), A (Agilent Technologies), FOXA (Fox Corporation), TJX (TJX Companies), CLX (The Clorox Company), CCI (Crown Castle International), FAST (Fastenal), HLT (Hilton Worldwide), HOG (Harley-Davidson), DLR (Digital Realty Trust), PPG (PPG Industries), MTCH (Match Group), PLD (Prologis), EMR (Emerson Electric), KODK (Eastman Kodak), SWKS (Skyworks Solutions), AEP (American Electric Power), MDT (Medtronic), OMC (Omnicom Group), NSC (Norfolk Southern Railway), GFI (Gold Fields), BMY (Bristol-Myers Squibb), ROK (Rockwell Automation), LEN (Lennar Corporation), ETSY (Etsy), ADI (Analog Devices), CHTR (Charter Communications), NTRS (Northern Trust), NBR (Nabors Industries), EDU (New Oriental Education & Technology Group), VFS (VinFast), SENS (Senseonics), ETD (Ethan Allen Interiors). These contract trading pairs support 4x fixed leverage.In addition, the Gate CFD Stock Contract Zone will launch the new coin airdrop Phase 4 event from 16:00 on May 19 to 16:00 on May 29 (UTC+8). During the event, registered users can receive 300 USDT and share a prize pool of 900,000 USDT by participating in trading the newly listed assets, with a maximum reward of 31,300 USDT per person.
According to the official announcement, Binance Futures will gradually launch three U-quoted TradFi perpetual contracts on May 18, 2026: FLNCUSDT (maximum leverage of 10x, listing at 21:55 UTC), DRAMUSDT (maximum leverage of 20x, listing at 22:00 UTC), and RKLBUSDT (maximum leverage of 10x, listing at 22:05 UTC). These contracts track the prices of Fluence Energy (Nasdaq: FLNC), Roundhill Memory ETF (Cboe BZX: DRAM), and Rocket Lab (Nasdaq: RKLB), respectively. All contracts are settled in USDT, support multi-asset margin mode, and are available for trading 24/7.
according to an official announcement, Bitget's stock contracts have now listed six underlying assets: DRAM (Roundhill Memory ETF), AXTI (AXT Inc), LWLG (Lightwave Logic), KOPN (Kopin Corporation), NIO (NIO Inc.), and USAR (USA Rare Earth), covering popular sectors such as memory, optical communications, and rare earth resources. The aforementioned contracts support up to 20x leverage. For more details, please refer to the Bitget official platform.