Kioxia's latest results show how AI infrastructure spending is reshaping the NAND flash business, lifting profitability even as consumer demand weakens. Its nearly flat outlook for...
This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding...
Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and...
GigaDevice's financial performance through the first three quarters of 2026 highlights a transformative period driven by strategic market positioning, capital expansion, and robust...
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed...
Micron Technology paid its fiscal 2026 bonuses to Taiwan employees on October 30. The company said more than 700 production-line workers earned at least five years' worth of monthly...
SK Hynix has appointed its AI memory development chief to lead a newly established Americas unit based in the US, putting a technology veteran closer to major US customers as the industry...
China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of...
Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...
Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply...
AI chipmakers' rising memory performance requirements are accelerating the shift from sixth-generation high-bandwidth memory (HBM4) to HBM4E, according to analysis of the South Korean...
Taiwan's semiconductor rise was built on a powerful division of labor: world-class IC design feeding increasingly advanced foundries, supported by packaging, testing, and an unusually...
Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...
Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as...
