VC
Value Add VC
⚡HomePulse⚡Helpful Apps📝Blog
← Pulse/Companies

Micron on Pulse

Semiconductors

The full thread of our Micron coverage — a running record of every development we've tracked, with the VC take on each.

3
Stories
2
With a headline figure
Jul 6, 2026
Since

Coverage Timeline

newest first
  1. Jul 28, 2026IPOChina's CXMT Triples To $540B, Erasing Chip Rivals' Gains~$540B Market Cap→
  2. Jul 27, 2026IPOMemory Stocks Slide As CXMT's IPO Rattles Market→
  3. Jul 6, 2026FUNDINGUS Investors Get Direct Access to Memory Maker SK HynixNew US access to top HBM supplier→

All Coverage

IPO· Jul 28, 2026

China's CXMT Triples To $540B, Erasing Chip Rivals' Gains

Illustration for: China's CXMT Triples To $540B, Erasing Chip Rivals' Gains
IPO~$540B Market Cap

China's CXMT Triples To $540B, Erasing Chip Rivals' Gains

ChangXin Memory Technologies surged more than 500% on its Shanghai STAR Market debut to roughly $540 billion, sending SanDisk down 12%, Micron down 5% and SK Hynix down 6-8% in the same session.

Jul 28, 2026
IPO· Jul 27, 2026

Memory Stocks Slide As CXMT's IPO Rattles Market

Illustration for: Memory Stocks Slide As CXMT's IPO Rattles Market
IPO

Memory Stocks Slide As CXMT's IPO Rattles Market

Micron, SanDisk and SK Hynix shares all fell after CXMT's explosive Shanghai IPO debut intensified fears of a looming DRAM supply glut and price war.

Jul 27, 2026
FUNDING· Jul 6, 2026

US Investors Get Direct Access to Memory Maker SK Hynix

Illustration for: US Investors Get Direct Access to Memory Maker SK Hynix
FUNDINGNew US access to top HBM supplier

US Investors Get Direct Access to Memory Maker SK Hynix

US investors will soon gain direct access to South Korea's SK Hynix, the world's largest HBM memory supplier for AI accelerators, as it pursues a US listing vehicle to ride the same AI memory boom lifting Samsung and Micron.

Jul 6, 2026
@Trace_Cohen·t@nyvp.com