TechFlow News: Since 2026, the market capitalizations of listed memory companies have repeatedly hit new highs, as the market attempts to reclassify memory assets—from traditional “cyclical stocks” to “core infrastructure assets of the AI era.” Amid this valuation transition window, a research report by the overseas research firm SemiAnalysis—highlighting memory downgrades and cost reductions in NVIDIA’s next-generation Vera Rubin AI server platform—triggered a broad-based correction among memory-related stocks globally. On June 5, SK Hynix plunged 9.92%, China’s A-share Memory Index dropped 4%, and leading memory firms—including Biwin Storage, Jointown Semiconductor, and Longsys—saw their share prices decline. According to industry analysis, the reported memory downgrade applies solely to CPU-side system memory and is unrelated to GPU compute cores; it reflects NVIDIA’s multi-faceted strategic decisions balancing supply chain considerations, power consumption, and cost. (Securities Times)
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