SK Hynix is considering options for its semiconductor packaging and testing facility in Chongqing, China, including bringing in an outside investor or selling a stake in the operation, which could be valued at about US$3 billion, as the memory chipmaker ramps up investment in South Korea.
Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking a sharp improvement from the start of mass production as competition with SK Hynix increasingly shifts toward production capacity and supply stability.
Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising prices strain global supply, according to reports. The testing has also drawn bipartisan pressure from US lawmakers, who are urging the Commerce Department and Apple leadership to tighten restrictions on Chinese suppliers.
SK Hynix is facing an expanding US patent dispute with MonolithIC 3D. A second US International Trade Commission (USITC) investigation covers high-bandwidth memory (HBM) and 3D NAND products, alongside parallel litigation in federal court.
Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement leverage comes back.
Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion, ahead of a potential Nasdaq listing, a move that could establish a standalone valuation for the business as enterprise storage demand strengthens.
Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.
Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped and demand stayed exceptionally strong. The results suggest the memory maker is benefiting from a sharp supply squeeze that could keep pricing elevated into the second half of 2026 and beyond.
AI memory startup NEO Semiconductor has unveiled X-SRAM, a new architecture designed to address the difficulty of scaling conventional SRAM at advanced logic process nodes.
Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.
Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle years of litigation and renew a commercial relationship covering server memory, high-bandwidth memory (HBM), product supply, and technology cooperation.
Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July revenue jumped 40% from June to a monthly record, extending an explosive second-quarter 2026 performance. The company said higher product prices and tighter supply-demand conditions are driving the surge, and it expects the extreme capacity crunch to continue, with the second half of the year likely to outperform the first half.
