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    Google and Meta help drive AI glasses shipments to 17.5 million units in 2026
    1h 46min ago
    SK may pause SK Siltron sale as AI strategy gains priority over financial restructuring
    1h 46min ago
    AI cooling demand keeps booming, lifting suppliers’ outlook through 2029
    1h 46min ago
    Nvidia, Infineon and GIGABYTE back supply chain cooperation to ease AI power bottlenecks
    2h 5min ago
    Micron, Samsung and SK Hynix join Anthropic in a supply chain shift
    2h 5min ago
    Pegatron expands physical AI push with Nvidia partnership and second-gen robot dog
    2h 6min ago
    NEWS TAGGED MICRON
    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...
    Sunday 31 May 2026
    United Integrated Services sees AI capex boom extending fab order visibility to 2030
    United Integrated Services, a key fab-building partner for TSMC and Micron, said the global artificial intelligence (AI) boom is continuing to drive semiconductor capital spending...
    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...

    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
    TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?
    Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement...
    Tuesday 26 May 2026
    Micron expands US DDR4 output as AI keeps global supply tight
    As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging...
    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...
    Monday 25 May 2026
    Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
    Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply...
    Sunday 24 May 2026
    Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply
    Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced...
    Tuesday 19 May 2026
    Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
    A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
    Thursday 14 May 2026
    Korea races to narrow chip packaging gap with Taiwan and China

    AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

    Monday 11 May 2026
    Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
    Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
    Friday 8 May 2026
    2D NAND shortage spirals after Samsung, Micron, and rivals exit market
    Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...
    Thursday 7 May 2026
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
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    Apacer
    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
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook