Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and...
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another...
Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...
More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies...
AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor...
Phison Electronics announced a collaboration with Intel to bring aiDAPTIV memory extension technology to Intel AI PC platforms running Intel Core Ultra processors, aiming to enable...
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
