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Tuesday 11 August 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown...

Tuesday 11 August 2026
Memory crunch pushes Apple toward China—and into Washington's security dilemma

Apple's unusual interest in testing CXMT memory and redirecting part of its procurement toward China has rattled Washington, given...

Tuesday 11 August 2026
Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung Electronics is betting on new 3D memory architectures and tighter processor-memory integration as AI workloads put growing pressure...

Monday 10 August 2026
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

Monday 10 August 2026
Apple tests CXMT memory chips as shortage, price pressures persist

Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...

Monday 10 August 2026
SK Hynix faces US patent fight over HBM, 3D NAND

SK Hynix is facing an expanding US patent dispute with MonolithIC 3D. A second US International Trade Commission (USITC) investigation...

Monday 10 August 2026
Adata sees memory uptrend extend into 1H27
Adata posted record-high revenue and profit in the second quarter of 2026 and said memory supply remains tight. The company expects third-quarter operating performance to outperform...
Monday 10 August 2026
Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography
AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below are the most-read DIGITIMES stories from the week...
Monday 10 August 2026
Winbond sees tighter memory supply and bigger expansion payoff ahead
Winbond Electronics said rising prices and stronger shipments lifted its operating margin to 48.4% in the second quarter of 2026, and it expects the third-quarter margin to top 50%,...
Saturday 8 August 2026
Elan warns CPU and DRAM shortages will strain 2H26 PC demand
Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...
Friday 7 August 2026
SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds
SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1...
Friday 7 August 2026
Winbond's record 2Q points to tighter memory markets and more pricing power ahead

Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped...

Friday 7 August 2026
Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
Friday 7 August 2026
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...
Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...