News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Wednesday 1 April 2026

South Korean chipmakers stockpile helium, diversify supply beyond Qatar

South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government...

Wednesday 1 April 2026

Micron reportedly developing stacked GDDR to address shifting AI memory demand

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to...

Wednesday 1 April 2026

Rising memory costs and AI demand set to shrink PC shipments

A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the...

Wednesday 1 April 2026

India to account for 10% of Micron's capacity, says official

India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to...

Wednesday 1 April 2026

China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

Wednesday 1 April 2026

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...

Wednesday 1 April 2026

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...

Tuesday 31 March 2026

Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing

AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...

Tuesday 31 March 2026

Memory chip shortage drives surge in China's used phone chip market

The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...

Tuesday 31 March 2026

Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook

Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software,...

Tuesday 31 March 2026

Memory shortage persists as AI-era supply-demand imbalance deepens

Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...

Tuesday 31 March 2026

Samsung faces 17,700-worker strike as DS division talks collapse

Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without...

Tuesday 31 March 2026

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...

Monday 30 March 2026

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...

Monday 30 March 2026

Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook