News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Monday 12 January 2026

Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion

Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.

Monday 12 January 2026

NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026

As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...

Monday 12 January 2026

TEL expands AI memory capex, targets etching equipment market share

Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other...

Friday 9 January 2026

CSP deals tighten memory supply as 1Q26 prices surge

Memory prices are accelerating again as cloud service providers move to secure supply, pushing costs higher across servers, PCs, and consumer electronics. Tight capacity, fueled by...

Thursday 8 January 2026

AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%

The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...

Thursday 8 January 2026

DRAM prices spike; stockpiling returns under AI-driven supply strain

As 2026 begins, the global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the...

Wednesday 7 January 2026

Apple reportedly locks in NAND through 2026 ahead of DRAM price spike

Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...

Wednesday 7 January 2026

Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026

CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel

CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU...

Wednesday 7 January 2026

Memory price surge drives Nanya, Adata to record December revenue

Soaring memory prices have boosted the performance of related supply chains, with Nanya Technology and Adata Technology posting record single-month revenues for consecutive months,...

Wednesday 7 January 2026

Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Tuesday 6 January 2026

Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the...

Tuesday 6 January 2026

Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last...

Tuesday 6 January 2026

SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the...

Monday 5 January 2026

China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing

Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...

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