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    Analysis: Europe's battery independence dream is over: Chinese makers dominate global supply
    Feb 26, 16:13
    Apple's iPhone Fold aims for crease-free display with key panel orders
    Feb 26, 16:13
    Huawei and ByteDance jointly developed RRAM memory to accelerate AI applications
    Feb 26, 16:13
    Apple accelerates US chip supply chain rebuild fuel by TSMC and Foxconn expansion
    Feb 26, 16:13
    Nvidia tops US$100B in profit — but is China still worth the wait?
    Feb 26, 16:13
    Commentary: German BBA price war in China threatens used car residual value system
    Feb 26, 16:12
    NEWS TAGGED NAND FLASH
    Thursday 26 February 2026
    Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
    Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
    Monday 23 February 2026
    Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
    As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
    Monday 16 February 2026
    Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

    Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

    Friday 13 February 2026
    Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

    Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

    Friday 13 February 2026
    Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
    Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...
    Tuesday 10 February 2026
    Phison CEO meets India's Modi to boost NAND, edge AI strategies
    Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...
    Monday 9 February 2026
    Silicon Motion expands enterprise storage amid NAND supply shift
    NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
    Sunday 8 February 2026
    Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

    Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

    Thursday 5 February 2026
    Adata sees January revenue nearly triple, as memory prices hold in 2026
    The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
    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...
    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...
    Wednesday 28 January 2026
    Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
    Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
    Wednesday 28 January 2026
    Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026
    NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...
    Thursday 22 January 2026
    Kioxia warns of tight NAND supply through 2027

    Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

    Monday 19 January 2026
    SSD controllers face five challenges as NAND shortage drives sky-high prices
    NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook