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    HP CEO Enrique Lores steps down; board names interim leader
    34min ago
    TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
    34min ago
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    35min ago
    NEWS TAGGED DRAM
    Wednesday 4 February 2026
    Samsung, SK Hynix move into HBM4 as yields and policy risks loom
    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...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    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...
    Wednesday 4 February 2026
    Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
    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...
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    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...
    Wednesday 4 February 2026
    Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory
    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...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    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...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

    Saturday 31 January 2026
    Intel signals return to memory with new DRAM bonding research
    In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...
    Friday 30 January 2026
    DRAM price surge ripples downstream as CWE plans EMC hike
    The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...
    Friday 30 January 2026
    SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins
    The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems...
    Wednesday 28 January 2026
    SK hynix Announces FY25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

    Wednesday 28 January 2026
    Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27
    In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026
    NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...
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    KLA
    BIZ FOCUS
    Jan 30, 08:00
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook