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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
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    Memory price surge to slash US PC shipments by 13% in 2026
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    Micron advances GDDR stacking technology to compete in post-HBM era
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    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
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    China's Longsys advances AI-driven memory controller architecture with SPU innovation
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    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
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    NEWS TAGGED HBM
    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...
    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...
    Thursday 26 February 2026
    SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem
    SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...
    Thursday 26 February 2026
    SK hynix, Sandisk Begin Global Standardization of HBF

    Seoul, February 26, 2026 – SK hynix Inc. (or "the company", www.skhynix.com) and Sandisk Corporation held 'HBF Spec. Standardization Consortium Kick-Off' event...

    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,"...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Tuesday 24 February 2026
    AI devours DRAM supply, SK’s Chey expands “monster chip” push

    Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

    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...
    Monday 23 February 2026
    Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
    Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor...
    Monday 23 February 2026
    PSMC shifts beyond mature nodes to power next wave of AI memory innovation
    Powerchip Semiconductor Manufacturing Corp. (PSMC) is emerging as a central manufacturing partner in a new initiative to develop next-generation AI memory, marking a strategic shift...
    Friday 20 February 2026
    SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
    SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
    Wednesday 18 February 2026
    Micron expands capacity to counter worst memory supply shortage in 40 years

    Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

    Tuesday 17 February 2026
    Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
    A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...
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    New Power WorldWide 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook