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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    9h 21min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    9h 21min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    9h 21min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    9h 21min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    9h 21min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    9h 21min ago
    NEWS TAGGED CXMT
    Friday 31 October 2025
    China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

    Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's high-performance...

    Tuesday 28 October 2025
    China's CXMT, YMTC power into AI memory super cycle
    The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
    Monday 27 October 2025
    Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips
    Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.
    Sunday 26 October 2025
    CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap
    High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...
    Wednesday 22 October 2025
    China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

    CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up...

    Wednesday 8 October 2025
    YMTC eyes HBM market entry to disrupt top three
    Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
    Thursday 2 October 2025
    Samsung ex-employees indicted for leaking DRAM tech to CXMT
    Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory...
    Friday 26 September 2025
    YMTC joins DRAM arena to ease China's AI memory crunch
    China's growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into...
    Thursday 25 September 2025
    Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5
    Samsung and SK Hynix are accelerating DRAM wafer production as demand rebounds and prices climb, while China's CXMT falls behind in the DDR5 transition, limiting its ability to compete...
    Tuesday 23 September 2025
    China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
    China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
    Monday 15 September 2025
    CXMT breaks into CXL memory, putting Samsung and SK Hynix on edge
    China's DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market...
    Thursday 11 September 2025
    CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
    China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South Korean...
    Thursday 4 September 2025
    Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
    China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
    Tuesday 2 September 2025
    China's YMTC moves into DRAM, teams with CXMT to target HBM market
    Yangtze Memory Technologies Corp. (YMTC), China's largest NAND flash producer, is expanding into the DRAM sector as part of Beijing's broader drive to compete in advanced memory markets...
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook