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    China outlines future industries in 15th five-year plan with supply chain focus
    8h 0min ago
    China's Nvidia challengers: Who are the nine Chinese AI chipmakers with over 10,000 shipments?
    8h 0min ago
    Exculsive: YMTC advances into LPDDR5 with engineering samples amid NAND supply stabilization efforts
    8h 1min ago
    Nexperia planned to expand Malaysia packaging capacity to strengthen non-China supply chain
    8h 2min ago
    Price hikes spread across OSAT, memory, and IC design sectors in 2026
    8h 2min ago
    Commentary: What is the Taiwan-US auto tariff talks trying to achive ahead of Lunar New Year
    8h 3min ago
    NEWS TAGGED HBM
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

    Saturday 31 January 2026
    Intel signals return to memory with new DRAM bonding research
    In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...
    Saturday 31 January 2026
    Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems
    Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...
    Thursday 29 January 2026
    Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance
    The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
    Thursday 29 January 2026
    Samsung reclaims memory sales crown as SK Hynix extends profit lead
    Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.
    Thursday 29 January 2026
    Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
    Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...
    Thursday 29 January 2026
    Analysis: how SK Hynix is binding customers to its AI memory
    SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
    Thursday 29 January 2026
    Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
    Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
    Wednesday 28 January 2026
    SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
    SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
    Wednesday 28 January 2026
    SK hynix Announces FY25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

    Wednesday 28 January 2026
    Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
    Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
    Wednesday 28 January 2026
    China's conditional H200 approval rewire Samsung-SK Hynix rivalry
    China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...
    Tuesday 27 January 2026
    Micron breaks ground on US$24 billion advanced NAND fab in Singapore
    Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
    Monday 26 January 2026
    Samsung expected to start HBM4 shipments to Nvidia, AMD in February
    Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
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    aiexpo2026
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook