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NEWS TAGGED DRAM
Thursday 18 June 2026
Tim Cook says Apple price hikes are unavoidable as AI squeezes memory supply

In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is...

Thursday 18 June 2026
Taiwan chip makers signal durable upcycle as memory prices and AI demand align

Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising...

Thursday 18 June 2026
Samsung advances 1d DRAM roadmap; pilot production eyed by end-2027
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin...
Thursday 18 June 2026
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has shipped samples of HBM4E, a next-generation DRAM for AI, to major customers.

Tuesday 16 June 2026
AI chip race sends semiconductor equipment sales to record US$36.55 billion
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced...
Tuesday 16 June 2026
TSMC eyes A16 mass production in 4Q26 and Intel refines 18A roadmap with 18A-P
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing...
Tuesday 16 June 2026
Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it,...

Tuesday 16 June 2026
AMD to acquire MEXT to expand AI memory optimization tools
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
Monday 15 June 2026
South Korea's chip equipment players ride the HBM4 wave

South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics...

Monday 15 June 2026
SK Hynix readies HBM4 packaging push as Nvidia demand grows

SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for...

Friday 12 June 2026
CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through...

Friday 12 June 2026
China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
Friday 12 June 2026
CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
Friday 12 June 2026
Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
Thursday 11 June 2026
Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers...