CONNECT WITH US
Nov 13
CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM at IC China 2026, which opened on November 12. The expansion, backed by manufacturing advances and higher research spending, signals CXMT's ambitions beyond its established mobile memory business.
Memory IC designer Etron Technology reported strong Q3 2026 results on robust memory demand and rising product prices, with revenue reaching NT$6.792 billion (US$206.6 million), up 38.6% quarter-over-quarter and 535% year-over-year. Net income attributable to the parent company came to NT$2.493 billion, or earnings per share (EPS) of NT$7.59, reversing a loss of NT$1.74 per share in the same period of 2025.

Editor’s note: Monica Chen is a senior DIGITIMES journalist who has covered Nvidia, Jensen Huang, and the company’s Taiwan supply chain for more than two decades. She has interviewed Huang many times and followed Nvidia through major changes in the technology industry.

Nvidia CEO Jensen Huang's forced resignation over a personal controversy, alongside looming regulatory and legal battles, is set to reverberate far beyond GPU orders and product roadmaps. His departure directly threatens the sprawling global AI investment and financing network he personally orchestrated, leaving multiple pending deals in limbo.
The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of talent.
On a early November evening in 2022, two young women were performing on a street near Taipei Expo Park when a man in a black leather jacket stopped to listen.
South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to bring generative AI to robots and industrial equipment while reducing their reliance on cloud computing.
Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant, company Vice President and spokesperson Ho Tsung-ming said at an investor conference this week. Looking ahead to 2027, existing product lines are expected to grow slightly, while the company's new edge server management chip (eBMC) line is expected to win customer approval in the second half, bringing orders into clearer view.
Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.
Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer electronics division.
Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.
South Korea's labor minister met semiconductor companies on November 13 to hear how the 52-hour workweek cap affects their research and development staff, as unions, employers, and the government remain split over exempting workers in planned super-regional special zones from the limit.