News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Friday 13 February 2026

Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27

Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...

Friday 13 February 2026

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...

Friday 13 February 2026

Applied beats as AI chip spending nears $1tn tipping point

On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...

Friday 13 February 2026

Why Applied says the AI boom is real—just waiting for more cleanrooms

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...

Friday 13 February 2026

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Thursday 12 February 2026

Micron begins high-volume HBM4 shipments as supply stays tight and capex rises

Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...

Tuesday 10 February 2026

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Monday 9 February 2026

Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture

As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...

Monday 9 February 2026

Samsung boosts HBM4 DRAM investment to secure market leadership

Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...

Monday 9 February 2026

Weekly news roundup: chips, software, geopolitics reshape tech

Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026.

Monday 9 February 2026

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...

Friday 6 February 2026

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...

Friday 6 February 2026

PSMC narrows losses as DRAM prices and AI demand boost revenue

Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...

Friday 6 February 2026

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook