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Industry

China's CXMT to double DRAM output, but easing memory shortage seen unlikely

China's memory chipmaker ChangXin Memory Technologies (CXMT) is expected to sharply expand DRAM production capacity through 2028, but the supply improvement felt by global PC consumers is likely to be limited. Counterpoint Research and TrendForce forecast wafer output rising from about 320,000 this year to 420,000 in 2027, with a possible 500,000 to 600,000 by 2028. Most additional supply may go to China, and prices are not seen as clearly competitive.

AI & Enterprise

KAIST develops AI to reconstruct satellite images obscured by clouds

Korea Advanced Institute of Science and Technology said it has developed an AI foundation model, GeoCore-9B, that can reconstruct satellite images hidden by clouds and convert synthetic aperture radar imagery into optical-style images. The model has about 9 billion parameters and was trained on 10 million pairs of global satellite images and captions. KAIST said tests using public satellite data showed improved performance over existing specialist models in key cloud-removal metrics.