As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...
Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...
The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
