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Enterprise applications accounted for 48% of global NAND bit shipments in 2Q 2026, up from 26% a year earlier and on track to exceed half of total demand by year-end, the research firm says. Chinese memory maker YMTC has emerged as a beneficiary, climbing to No. 3 globally in NAND shipments and overtaking Kioxia for the first time. Although it still trails Kioxia and Micron in revenue, largely due to its lower-margin consumer-heavy product mix, YMTC is strengthening its position through expanding enterprise sales and continued technology advances, Counterpoint says.","market":"fut","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRMP","MUU","VTHR","DRAM","DISK","BK4588","CHAT","AGIX","MUD","ARTY","MUZ","AIPO","RAM","DRMY","MIC","DRAL","MULL","QTOC","MUYY","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658979686","title":"Social Buzz: Wallstreetbets Stocks Advance Premarket Wednesday; CoreWeave, Super Micro Computer to Open Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2658979686","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658979686?lang=en_us&edition=fundamental","pubTime":"2026-08-12 18:37","pubTimestamp":1786531051,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wednesday's opening bell.CoreWeave  advanced by 18.5% premarket, after closing Tuesday with a 2.4% increase. CoreWeave posted a surge in Q2 revenue.Super Micro Computer  rose by 9.1% in pre-bell activity, following a 0.5% increase at Tuesday's close. 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Revises 2026 Semiconductor Growth Forecast Upward to 94.1% on Surging AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1160442243","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160442243?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:43","pubTimestamp":1786513383,"startTime":"0","endTime":"0","summary":"Driven by AI demand consistently exceeding global supply capabilities, which is fueling robust growth in the DRAM and NAND markets, Omdia has revised its 2026 global semiconductor market 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AI-Driven Take-or-Pay Deals and Tight HBM Supply Reshape Micron’s (MU) Memory-Market Narrative?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658019925","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658019925?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:51","pubTimestamp":1786506700,"startTime":"0","endTime":"0","summary":"In recent weeks, Micron Technology has highlighted that AI-driven demand is keeping high-bandwidth memory and DRAM supplies tight through at least 2027, even as it reports record revenue, margin expansion, and presents its latest technologies at industry forums like the Future of Memory and Storage 2026.\nThe company is reshaping its business model with long-term, take-or-pay customer agreements and a planned US$250.00 billion U.S. investment program, aiming to secure multi-year 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Electronics, SK Hynix Both Jump Over 7% as AI Computing Demand and Expansion Expectations Ignite Memory Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2658928199","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658928199?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:29","pubTimestamp":1786505367,"startTime":"0","endTime":"0","summary":"TradingKey - During the Asian trading session on August 12, the Korea Composite Stock Price Index (KOSPI) trended higher, with both Samsung Electronics and SK Hynix surging to become the primary drivers pushing the index upward. As of press time, the KOSPI index rose 4.8%, while Samsung Electronics and SK Hynix both gained over 7%, as the two memory chip giants rallied in 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Stock Market's Top 20 by Volume on August 12: Alphabet Declines Over 3% as CEO Reveals Gemini Surpasses 1 Billion Monthly Users","url":"https://stock-news.laohu8.com/highlight/detail?id=1168462535","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168462535?lang=en_us&edition=fundamental","pubTime":"2026-08-12 05:21","pubTimestamp":1786483310,"startTime":"0","endTime":"0","summary":"On Tuesday, the second-ranked stock by trading volume in the US market was Micron Technology (NASDAQ: MU), which closed up 0.87% with a trading volume of $25.155 billion. 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@ KeyBanc Technology Leadership Forum. 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