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    The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy
    5min ago
    NEWS TAGGED MEMORY CHIPS
    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...
    Monday 2 February 2026
    Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
    China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
    Monday 2 February 2026
    Chinese panel cuts push LCD TV prices higher in February
    The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...
    Monday 2 February 2026
    Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
    Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

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    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook