As AI data centers demand ever-faster memory, storage chips are emerging as the bottleneck that decides how efficiently computing power gets used. Chinese investors poured 1.93 billion yuan into the sector in a single day as DDR5, HBM and 3D NAND upgrades reshape the industry.
Guangzhou-based chipmaker CanSemi priced its Shenzhen IPO, and 358,848 lottery numbers won the right to buy shares — a window into how Chinese retail investors chase semiconductor listings. Winners must fund their accounts by September 29 or forfeit.
Half-year results show Chinese listed companies' profits accelerating in the second quarter of 2026, with semiconductors, metals and brokerages leading gains while consumer names lag. The recovery is spreading across more industries, though the picture remains uneven.
A Chinese-led research team says it has fixed the durability flaw in ferroelectric memory, pushing devices past 10 billion read-write cycles. The advance could bring faster, power-sipping storage closer to everyday chips.
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