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Monday 12 January 2026
HP seeks Chinese memory suppliers as DRAM shortage bites
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank...
Monday 12 January 2026
Trump calls for US defense budget hike to US$1.5 trillion, urges contractors to boost capacity
US President Donald Trump has publicly called for raising the 2027 US defense budget to US$1.5 trillion, a sharp increase of more than 50% from the current US$901 billion. In a social...
Monday 12 January 2026
Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion
Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.
Monday 12 January 2026
NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026
As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...
Friday 9 January 2026
Largan braces for 1Q26 seasonal dip as capacity utilization loosens
Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...
Friday 9 January 2026
MSScorps hits record 4Q25, 2025 revenue on AI and chip demand
Materials test and analysis provider MSScorps continued its record-breaking revenue performance in December 2025, buoyed by active investments by customers in advanced processes and...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Friday 9 January 2026
Taiwan's HCmed scales up high-end nebulizer CDMO business to tap global respiratory therapy market
HCmed Innovations is accelerating its push into the high-value respiratory therapy market, leveraging Taiwan's electronics engineering strengths to build advanced nebulizers as drug-device...
Friday 9 January 2026
CSP deals tighten memory supply as 1Q26 prices surge
Memory prices are accelerating again as cloud service providers move to secure supply, pushing costs higher across servers, PCs, and consumer electronics. Tight capacity, fueled by...
Thursday 8 January 2026
AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
Thursday 8 January 2026
Micron to break ground on largest US memory chip facility
On January 7, 2026, Micron Technology announced that it will officially begin construction on its megafab in Onondaga County, New York, on January 16, 2026. The project, which followed...
Thursday 8 January 2026
China's price war pushes AI data center energy storage to breaking point
CES 2026 highlighted a wide range of AI applications, but the core driver remains the large-scale buildout of global AI data centers (AIDC). Energy storage systems are shifting from...
Thursday 8 January 2026
DRAM prices spike; stockpiling returns under AI-driven supply strain
As 2026 begins, the global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the...
Thursday 8 January 2026
Why TSMC is giving mature fabs billion-dollar makeovers
TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge...
Thursday 8 January 2026
Anthropic champions efficiency over scale in AI infrastructure race
AI startup Anthropic is taking a different approach to the AI infrastructure competition by prioritizing algorithmic efficiency and high-quality data rather than expanding compute...