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NEWS TAGGED DRAM
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel
CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU...
Wednesday 7 January 2026
Memory price surge drives Nanya, Adata to record December revenue
Soaring memory prices have boosted the performance of related supply chains, with Nanya Technology and Adata Technology posting record single-month revenues for consecutive months,...
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Tuesday 6 January 2026
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the...

Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last...

Tuesday 6 January 2026
SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the...

Monday 5 January 2026
China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing
Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...
Monday 5 January 2026
Samsung reportedly pitches bundled solutions to Google and AMD
As major corporations expand investments in artificial intelligence (AI), memory suppliers have seen a flood of orders. According to the latest reports from South Korean media, Samsung...
Monday 5 January 2026
Memory price surge drives profit windfall across sector
Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
Friday 2 January 2026
Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026
CXMT logs first annual profit on DRAM price rebound

ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in...

Friday 2 January 2026
China's CXMT moves toward IPO with global DRAM share nearing 4%
China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...
Friday 2 January 2026
Samsung rolls out 7,200Mbps DDR5 samples as SK Hynix, CXMT intensify competition
Samsung Electronics has reportedly begun sampling next-generation DDR5 memory, delivering speeds that are approximately 30% faster than current mass-produced offerings. Industry observers...