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    NEWS TAGGED MEMORY CHIPS
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
    Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    Samsung strike vote nears, DS and DX divisions clash over bonuses
    As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
    Thursday 19 March 2026
    Samsung reportedly broadens emergency management as chipflation takes off
    Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability,...
    Thursday 19 March 2026
    How Hwaseong became South Korea's semiconductor supply-chain capital
    The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
    Wednesday 18 March 2026
    The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference
    The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.
    Wednesday 18 March 2026
    Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
    Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
    Wednesday 18 March 2026
    Adata profits soar on memory price rally amid supply crunch
    Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
    Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
    The 2026 NVIDIA Global Technology Conference (GTC) has transcended its origins as a developer forum to become the ultimate proving ground for the high-bandwidth memory (HBM) indust...
    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook