News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Saturday 6 June 2026

AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

Friday 5 June 2026

Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

Introduction

Friday 5 June 2026

HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI

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,...

Friday 5 June 2026

CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert

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...

Friday 5 June 2026

Commentary: Memory boom driven by DRAM now, but HBM will decide future

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...

Tuesday 2 June 2026

Micron unveils AI memory and storage roadmap at COMPUTEX 2026

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...

Tuesday 2 June 2026

Phison and Intel roll out aiDAPTIV to boost local AI on Intel AI PC platforms

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...

Tuesday 2 June 2026

China's underwhelming holiday season shows memory hikes still weigh on consumer demand

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...

Saturday 30 May 2026

Samsung tops Micron in automotive memory as AI tightens supply

Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first...

Friday 29 May 2026

Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027

AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...

Friday 29 May 2026

Qualcomm bets on US$300 laptops as memory costs squeeze PC makers

Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...

Friday 29 May 2026

Samsung begins shipment of HBM4E samples as AI memory competition intensifies

Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...

Thursday 28 May 2026

CXMT cleared for IPO listing; could boost China's memory supply chain

ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5...

Wednesday 27 May 2026

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam,...

Wednesday 27 May 2026

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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