Innodisk said AI-related applications generated more than 40% of its revenue as demand for high-end AI server memory and storage lifted third-quarter results. The Taiwanese industrial...
Wireless communications company Climax Technology's third-quarter 2026 gross margin came under pressure from rising memory and key component costs, as well as delayed product validation...
Peter Shu, chairman of Taiwanese memory module maker Transcend, expects DRAM and NAND Flash prices to plateau after stabilising in the third quarter of 2026. Further price increases...
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
According to an official statement, Nvidia's board has opened an independent investigation into reports that founder and CEO Jensen Huang was targeted in a foreign intelligence effort...
The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix,...
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand...
China's Yangtze Memory Technologies (YMTC) plans to source as much as 70% of the manufacturing equipment for its fourth NAND flash factory from domestic suppliers, a substantial increase...
Qualcomm has completed initial hardware validation of its high-bandwidth compute (HBC) memory architecture, which will form a key part of its next-generation Dragonfly data-center...
Samsung Electronics plans to begin structural work at its P5 Fab 2 facility in Pyeongtaek, South Korea, in January 2027, accelerating its memory capacity expansion as chip shortages...
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and...
SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate...
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
