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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    9h 59min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    10h 0min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    10h 0min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    10h 0min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    10h 0min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    10h 0min ago
    NEWS TAGGED NAND
    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
    Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...
    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
    Sunday 5 April 2026
    DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
    After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
    Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
    Thursday 2 April 2026
    Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
    Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
    Wednesday 1 April 2026
    Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8
    Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process...
    Wednesday 1 April 2026
    China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

    As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook