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NEWS TAGGED MEMORY CHIPS
Wednesday 4 February 2026
Samsung, SK Hynix move into HBM4 as yields and policy risks loom
Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...
Wednesday 4 February 2026
AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities
Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...
Wednesday 4 February 2026
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
Wednesday 4 February 2026
Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
Wednesday 4 February 2026
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
Wednesday 4 February 2026
Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory
SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...
Wednesday 4 February 2026
Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

Wednesday 4 February 2026
Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
Tuesday 3 February 2026
AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
Tuesday 3 February 2026
SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
Tuesday 3 February 2026
Rising memory prices add cost pressures for IC design houses
Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
Tuesday 3 February 2026
Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...
Monday 2 February 2026
Apple ramps up supplier price cuts to protect margins as costs rise
Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
Monday 2 February 2026
Kioxia targets data center NAND as rivals chase HBM
Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...