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    Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
    1min ago
    InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end
    11min ago
    NEWS TAGGED MARKET
    Tuesday 17 March 2026
    China reins in OpenClaw surge, flags AI agent security risks

    China's Ministry of State Security on March 17 issued its first "lobster security guidelines" for AI agents, aiming to cool market hype...

    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
    Tuesday 17 March 2026
    Samsung cautious on memory expansion amid concerns over 2028 supply glut
    Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
    Tuesday 17 March 2026
    AI-related impact on gaming industry goes beyond memory chip shortage
    As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
    Tuesday 17 March 2026
    eMMC shortage sends NAND prices soaring, with further gains ahead
    Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
    Tuesday 17 March 2026
    Memory supply chain defies seasonality with contract price hikes in 1Q26
    Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...
    Tuesday 17 March 2026
    SK Hynix dethrones Samsung as South Korea's most desired employer
    South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects...
    Tuesday 17 March 2026
    Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
    Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
    Tuesday 17 March 2026
    Middle East conflict and Section 301 put manufacturers in a double bind
    Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
    Tuesday 17 March 2026
    Inter Battery 2026: Global battery market still centered on LFP
    Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
    Tuesday 17 March 2026
    WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
    As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
    Tuesday 17 March 2026
    Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
    Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
    Monday 16 March 2026
    Global smartphone AP industry, 4Q 2025

    Introduction

    Monday 16 March 2026
    DRAM prices surge 180% as HBM competition shifts to profitability
    DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
    1/237 pages
    Research Report Database
    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