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    Google and Meta help drive AI glasses shipments to 17.5 million units in 2026
    7h 17min ago
    SK may pause SK Siltron sale as AI strategy gains priority over financial restructuring
    7h 17min ago
    AI cooling demand keeps booming, lifting suppliers’ outlook through 2029
    7h 17min ago
    Nvidia, Infineon and GIGABYTE back supply chain cooperation to ease AI power bottlenecks
    7h 36min ago
    Micron, Samsung and SK Hynix join Anthropic in a supply chain shift
    7h 36min ago
    Pegatron expands physical AI push with Nvidia partnership and second-gen robot dog
    7h 37min ago
    NEWS TAGGED DRAM
    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...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026
    Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Tuesday 26 May 2026
    Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026
    Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices...
    Monday 25 May 2026
    Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
    Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook