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    Taiwanese suppliers expand China capacity with AI components in focus
    11h 55min ago
    Commentary: YMTC IPO highlights strong profits but three hurdles remain
    11h 55min ago
    Foxconn's China investment returns lead Taiwan peers on AI and HPC demand
    11h 55min ago
    Nvidia and SK Hynix diverge on CPO as 3D optics-centric design may arrive after 2030
    11h 55min ago
    Tactical drone market shifts as startups and incumbents compete and cooperate
    11h 55min ago
    NEWS TAGGED LPDDR5
    Wednesday 5 August 2026
    Nanya Technology July revenue hits record as DDR4 contract prices surge

    Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up 49.27% from June and marking a new...

    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Monday 20 April 2026
    Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5
    Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry...
    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...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Friday 28 November 2025
    Chinese smartphone makers face cost pressures, plan product cuts or price hikes
    Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
    Thursday 20 November 2025
    A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
    The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...
    Friday 24 October 2025
    Micron begins sampling 192GB low-power DRAM module for AI servers

    Micron Technology has started customer sampling of its new 192GB SOCAMM2 (Small Outline Compression Attached Memory Module), a low-power...

    Tuesday 23 September 2025
    China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
    China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
    Thursday 28 August 2025
    Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
    Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
    Tuesday 22 July 2025
    Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
    Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
    Tuesday 8 July 2025
    CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market
    CXMT Corp., China's top domestic DRAM manufacturer, has initiated its IPO process, signaling a key step in the nation's pursuit of semiconductor independence. On July 7, 2025, China's...
    Thursday 23 January 2025
    SK Hynix hits record 2024 revenue on AI memory surge
    SK Hynix posted record revenue of KRW66.2 trillion (US$46.3 billion) in 2024, with an operating profit of KRW23.5 trillion, yielding a 35% margin. Net income reached KRW19.8 trilli...
    Tuesday 26 November 2024
    Korean chipmakers consider reducing LPDDR4 memory output
    Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry s...
    Friday 13 September 2024
    Samsung, SK Hynix, Micron to benefit from iPhone's memory upgrade
    Apple's first AI phone, the iPhone 16 series, has officially been released. To adapt to Apple Intelligence, the entire series features 8GB of memory capacity. As AI functions become...
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    BIZ FOCUS
    Aug 24, 08:00
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
    Thursday 20 August 2026
    Corning-IRICO Trade Secret Case Enters New Phase
    Thursday 20 August 2026
    PGC Helps Startups Accelerate ASIC Development with Turnkey Services
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