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NEWS TAGGED DRAM
Tuesday 17 March 2026
Samsung cautious on memory expansion amid concerns over 2028 supply glut
Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
Tuesday 17 March 2026
Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision
Samsung Electronics outlined the full range of AI computing technologies it will present at Nvidia GTC 2026 in San Jose, California, March 16-19, highlighting memory, logic, foundry,...
Tuesday 17 March 2026
Memory supply chain defies seasonality with contract price hikes in 1Q26
Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...
Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
Monday 16 March 2026
Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Sunday 15 March 2026
Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
Saturday 14 March 2026
Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4
Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company...
Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Thursday 12 March 2026
Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.
Wednesday 11 March 2026
Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for...

Tuesday 10 March 2026
SK Hynix develops 1c LPDDR6 DRAM for AI devices

SK Hynix on March 10 announced it has developed a 16Gb LPDDR6 DRAM using its sixth-generation 10nm-class (1c) process technology, marking...

Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
Monday 9 March 2026
Industry mulls thicker HBM standards for 20-layer stacks
Global semiconductor companies are discussing relaxing thickness standards for next-generation high-bandwidth memory (HBM) as the industry moves toward higher stack counts in future...
Sunday 8 March 2026
Adata chairman expects NAND price surge in 2H26
Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...