News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Saturday 23 May 2026

CXMT IPO puts China's DRAM supply-chain push in focus

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight...

Friday 22 May 2026

AI memory crunch pushes Nanya Technology toward 2027 fab ramp

Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

Thursday 21 May 2026

GigaDevice sees niche DRAM and NAND prices rising through 2026

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...

Thursday 21 May 2026

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push

SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the...

Thursday 21 May 2026

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

Thursday 21 May 2026

Samsung labor dispute adds pressure to memory chip market

Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...

Wednesday 20 May 2026

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...

Wednesday 20 May 2026

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...

Wednesday 20 May 2026

CXMT profit surge shows limits of China's DRAM push

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...

Tuesday 19 May 2026

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...

Tuesday 19 May 2026

Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...

Monday 18 May 2026

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...

Monday 18 May 2026

Analysis: Memory crunch opens IPO window for China’s CXMT

China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...

Saturday 16 May 2026

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...

Friday 15 May 2026

Phison aiDAPTIV accelerates edge AI deployment with Dimensity 9500

Phison and MediaTek teamed up at the recent Dimensity Developer Conference (MDDC 2026) to run a 20B large language model (LLM) on a single device using aiDAPTIV on MediaTek's Dimensity...

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RESEARCH INSIGHTS

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