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    AI rack power density surge triggers a new power architecture upgrade cycle
    9min ago
    Global TV shipments rose in 1Q26 as prices stayed stable despite memory increases
    9min ago
    Apple's newly unveiled Siri AI still face China rollout blockage
    9min ago
    Commentary: Why did China's top memory chipmakers landed back on US military list
    9min ago
    Commentary: Nokia and BlackBerry ride Nvidia-led AI infrastructure shift
    9min ago
    NEWS TAGGED HBM
    Tuesday 9 June 2026
    Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
    Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
    Tuesday 9 June 2026
    AI demand is turning memory chips into rationed assets, Morgan Stanley says
    AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
    Monday 8 June 2026
    CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge
    ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...
    Saturday 6 June 2026
    AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

    DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

    Saturday 6 June 2026
    Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products
    Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate...
    Friday 5 June 2026
    Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

    Introduction

    Friday 5 June 2026
    Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

    Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation...

    Friday 5 June 2026
    HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI
    Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...
    Friday 5 June 2026
    CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert
    More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies...
    Friday 5 June 2026
    Commentary: Memory boom driven by DRAM now, but HBM will decide future
    AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
    Friday 5 June 2026
    Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows
    Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...
    Thursday 4 June 2026
    HBM4 supply in focus as SK's Chey meets TSMC's Wei
    SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom...
    Thursday 4 June 2026
    SK and TSMC deepen HBM, advanced packaging tie-up
    SK Group Chairman Chey Tae-won met TSMC Chairman C.C. Wei in Taiwan on June 3, as the two sides exchanged views on the latest trends in next-generation AI technologies and discussed...
    Wednesday 3 June 2026
    Micron's HBM4 push signals bigger Nvidia supply role
    Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
    Wednesday 3 June 2026
    Commentary: Why the world's memory giants are betting on Anthropic
    The latest funding round for Anthropic produced a headline-grabbing figure: a US$65 billion capital raise that pushed the artificial intelligence (AI) startup's valuation to $965 billion,...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook