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...
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...
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
Singapore is drawing a new wave of semiconductor investment as global chipmakers expand advanced manufacturing tied to artificial intelligence infrastructure, reinforcing the city-state's...
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...
Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo,...
Nvidia has reportedly asked memory suppliers to prepare for the delivery of 16-high high-bandwidth memory by the second half of 2026, according to industry sources cited by South...
Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market...
Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...
