News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Thursday 19 March 2026

Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

Thursday 19 March 2026

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

Thursday 19 March 2026

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...

Wednesday 18 March 2026

AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next

AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...

Tuesday 17 March 2026

Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision

Samsung Electronics outlined the full range of AI computing technologies it will present at Nvidia GTC 2026 in San Jose, California, March 16-19, highlighting memory, logic, foundry,...

Tuesday 17 March 2026

Memory supply chain defies seasonality with contract price hikes in 1Q26

Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...

Monday 16 March 2026

DRAM prices surge 180% as HBM competition shifts to profitability

DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...

Monday 16 March 2026

Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs

Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:

Sunday 15 March 2026

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...

Saturday 14 March 2026

Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4

Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company...

Friday 13 March 2026

China's NDRC warns memory price surge spreading across electronics supply chain

China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...

Thursday 12 March 2026

Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double

Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.

Wednesday 11 March 2026

Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for...

Tuesday 10 March 2026

SK Hynix develops 1c LPDDR6 DRAM for AI devices

SK Hynix on March 10 announced it has developed a 16Gb LPDDR6 DRAM using its sixth-generation 10nm-class (1c) process technology, marking...

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