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Thursday 9 April 2026

China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle

Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector long led by US, South Korean, and Japanese suppliers.

Thursday 9 April 2026

Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing

The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as key details of the partnership remain undisclosed.

Thursday 9 April 2026

Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025

Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year. The company's consolidated revenue for the first quarter of 2026 reached NT$13.6 billion, marking the highest quarterly revenue in its history.

Thursday 9 April 2026

Apple hit by Mac shipping delays as DRAM shortage intensifies

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply bottleneck in its high-end desktop lineup.

Thursday 9 April 2026

French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks

French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push to build Europe's largest AI infrastructure, signaling Samsung as a key partner for memory chips.

Thursday 9 April 2026

Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile memory (eNVM) into production, positioning itself more firmly in automotive and industrial chip supply chains.

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 outpaces capacity. The company expects growth across product lines in 2026 despite weakening mobile and consumer shipments.

Wednesday 8 April 2026

Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26

Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million), a rise of 47.09% from February and 181.48% year over year. Meanwhile, Team Group reported NT$4.92 billion in March revenue, surging 326.68% sequentially and 120.49% from a year earlier, setting new records for both monthly and first-quarter sales.

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic memory leaders CXMT and YMTC to provide "strategic support" aimed at stabilizing prices and containing supply chain costs for local brands. Yet with a wide supply-demand gap in DRAM and NAND flash, near-term price stabilization remains unlikely.

Wednesday 8 April 2026

Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter revenue to NT$26.11 billion, up 1.6 times year-over-year and marking a new quarterly high.

Wednesday 8 April 2026

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence firms, including Microsoft and Google.

Wednesday 8 April 2026

Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth

Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple downstream customers significantly revising their order forecasts upwards after the Lunar New Year holidays. DapuStor highlighted that QLC SSDs are becoming a key trend for North American and Chinese cloud service providers (CSPs) to ease cost and capacity pressures. Its 245TB product has officially reached customer sampling stages.

Wednesday 8 April 2026

Kioxia considers first dividend as long-term contracts shape global memory strategy

Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing earnings amid rising memory prices, Nikkei reported. VP Yoshihiko Kawamura told Nikkei that the company is leaning toward a stable dividend rather than share buybacks, though the timing remains undecided. Kioxia plans to present its medium- to long-term capital allocation strategy — including growth investments and shareholder returns — at an investor briefing scheduled for June.

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 users worldwide. The cSSD promises higher capacity and improved efficiency to meet growing demand for AI PC storage.

Wednesday 8 April 2026

Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround

Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the IDM approach and a potential turning point in Intel's turnaround strategy.

Tuesday 7 April 2026

Innodisk revenue jumps 4x in March, first-quarter hits record

Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month and 484.8% year-over-year. First-quarter revenue reached NT$13.18 billion, also a record high.

Tuesday 7 April 2026

Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona

Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026:

Tuesday 7 April 2026

Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk

Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns over geopolitical instability in the Middle East.

Monday 6 April 2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board chip price hikes, making it unclear whether the initial round of handset price increases seen in early 2026 will be the only one.

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 2026. While DRAM and NAND Flash contract prices remain strong on the back of supply constraints and server demand, spot markets — especially in China — are experiencing sharp drops amid weak consumer demand and inventory sell-offs.

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 for devices priced near CNY1,000, even as supply shifts create new growth opportunities. The company has secured partnerships with leading Chinese smartphone vendors.

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 revenue climbed to NT$49.09 billion, surging 582.91% to a record high, underscoring a sharp rebound in the DRAM cycle.

Thursday 2 April 2026

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East conflict disrupted logistics and energy flows. According to the Ministry of Trade, Industry and Energy (MOTIE), the figure was up 48.3% year on year, extending a 10-month run of record monthly exports and lifting the country's trade surplus to US$25.7 billion — its 14th straight month in the black.

Thursday 2 April 2026

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

Samsung Electronics and SK Hynix are reportedly stepping up efforts to advance hybrid bonding for next-generation high-bandwidth memory (HBM), as the two memory makers move to secure key packaging technologies for AI-driven demand, according to The Elec.

Thursday 2 April 2026

Notebook shortages persist despite rumors of easing memory prices

Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to persist through the end of 2026. Rising component costs are also being passed on to end markets, prompting brand vendors to adopt a conservative stance, and a full-year decline in shipments now appears inevitable.

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