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NEWS TAGGED DRAM
Wednesday 8 July 2026
AI memory boom turns price hikes into antitrust flashpoint across supply chain
As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
Wednesday 8 July 2026
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...

Wednesday 8 July 2026
Samsung's HBM4 comeback hinges on one chip-level advantage

Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as...

Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026
Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

Memory prices are rising faster than expected as global AI demand strains DRAM and flash supply, with knock-on effects for PCs, data...

Wednesday 8 July 2026
ADATA revenue tops 2025 full-year total as memory supercycle gains pace
ADATA Technology posted another record month in June 2026, pushing its first-half 2026 consolidated revenue to NT$64.27 billion(US$2.0 billion) and surpassing its full-year 2025 total...
Tuesday 7 July 2026
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026
Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter
Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...
Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Tuesday 7 July 2026
Memory prices rebound as supply tightens, with global buyers facing higher costs

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift...

Monday 6 July 2026
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

Monday 6 July 2026
Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...

Monday 6 July 2026
Phison says AI demand could erase NAND memory's boom-and-bust cycle
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing...
Monday 6 July 2026
Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...
Monday 6 July 2026
ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing
Elite Semiconductor Microelectronics Technology (ESMT), a memory IC design house, posted record monthly consolidated revenue of NT$4.85 billion (approx. US$152 million) in June 2026,...