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    Samsung Galaxy S26 supply faces challenges amid US-Iran conflict disrupting logistics
    Mar 5, 17:52
    Transsion faces challenges amid memory price hikes and Middle East conflict
    Mar 5, 17:51
    Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple’s MacBook Neo
    Mar 5, 17:51
    China's chip leaders call for nationwide effort to build a domestic ASML within five years
    Mar 5, 17:50
    UK space supply chain faces talent, parts, and funding bottlenecks
    Mar 5, 17:50
    China's top humanoid robot makers showcased innovations at South Korea AW 2026
    Mar 5, 17:49
    NEWS TAGGED DRAM
    Thursday 5 March 2026
    Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
    DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...
    Thursday 5 March 2026
    Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
    Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...
    Wednesday 4 March 2026
    Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

    Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

    Wednesday 4 March 2026
    Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
    Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...
    Tuesday 3 March 2026
    Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

    With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Monday 2 March 2026
    Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
    Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...
    Monday 2 March 2026
    Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
    The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...
    Friday 27 February 2026
    Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
    Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...
    Thursday 26 February 2026
    Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
    Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
    Thursday 26 February 2026
    Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
    Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
    Thursday 26 February 2026
    Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
    All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...
    Wednesday 25 February 2026
    SK Hynix signals seller's market as memory prices set to climb all year
    SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
    Tuesday 24 February 2026
    Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders
    Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...
    Monday 23 February 2026
    Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
    Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
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    Best AI Awards 2026
    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