DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D...
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...
The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
Samsung Electronics is poised for a commanding performance in the advanced memory sector, with analysts forecasting the tech giant could seize 40 percent of the lucrative HBM4 market...
ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is...
The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices...
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...
US memory giant Micron will postpone the commissioning of its first two fabs in Clay, New York, by 2–3 years and will reallocate part of the funding from the CHIPS and Science...
