News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Thursday 9 April 2026

China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle

Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...

Thursday 9 April 2026

Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing

The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...

Thursday 9 April 2026

Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025

Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...

Thursday 9 April 2026

Apple hit by Mac shipping delays as DRAM shortage intensifies

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...

Thursday 9 April 2026

French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks

French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push...

Thursday 9 April 2026

Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile...

Thursday 9 April 2026

Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market

Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...

Wednesday 8 April 2026

Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26

Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...

Wednesday 8 April 2026

Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

Wednesday 8 April 2026

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...

Wednesday 8 April 2026

Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth

Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...

Wednesday 8 April 2026

Kioxia considers first dividend as long-term contracts shape global memory strategy

Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...

Wednesday 8 April 2026

SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era

SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...

Wednesday 8 April 2026

Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround

Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...

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RESEARCH INSIGHTS

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