News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Friday 6 March 2026

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...

Friday 6 March 2026

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...

Thursday 5 March 2026

Memory spot prices surge, straining procurement capital and risking industry cycle instability

The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...

Thursday 5 March 2026

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...

Thursday 5 March 2026

Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

Thursday 5 March 2026

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...

Thursday 5 March 2026

Hanmi Semiconductor strengthens ties with India amid Micron facility launch

South Korean thermal compression bonder leader Hanmi Semiconductor has announced the development of the industry's first dual-function BOC COB Bonder, capable of performing both Board-on-Chip...

Thursday 5 March 2026

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

Thursday 5 March 2026

WT Microelectronics sees 2026 growth despite memory price hikes

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...

Wednesday 4 March 2026

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...

Wednesday 4 March 2026

Rising memory prices push Nanya and Winbond into expansion and record revenues

Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...

Wednesday 4 March 2026

Acter Group posts 37% revenue growth in 2025 on Taiwan project surge

Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year,...

Wednesday 4 March 2026

Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

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RESEARCH INSIGHTS

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