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    AI demand driven structural chip shortage threatens auto industry
    Jan 28, 18:00
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    Jan 28, 18:00
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    Jan 28, 17:59
    Samsung foundry to see turnaround as Chinese clients return in 2026
    Jan 28, 17:57
    NEWS TAGGED DRAM
    Wednesday 28 January 2026
    SK hynix Announces FY25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

    Wednesday 28 January 2026
    Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27
    In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    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...
    Wednesday 28 January 2026
    Memory shortages raise alarm across the auto industry
    A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly...
    Tuesday 27 January 2026
    Memory chip super cycle opens door for China to challenge South Korea
    The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...
    Monday 26 January 2026
    Adata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings
    Memory module giant Adata Technology announced its unaudited consolidated earnings for December 2025, reporting profit before tax of NT$2.55 billion (approx. US$81.22 million), nearly...
    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...

    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Nanya expects memory shortage through 1H27 amid surging demand
    Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
    Wednesday 21 January 2026
    China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
    US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
    Wednesday 21 January 2026
    China races to catch up with memory chip leaders in LPDDR6
    China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...
    Tuesday 20 January 2026
    Micron's DRAM licensing to Powerchip reshapes DDR4 supply
    After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
    Tuesday 20 January 2026
    Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
    Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
    Monday 19 January 2026
    TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
    Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...
    1/28 pages
    NTN special report
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook