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NEWS TAGGED MEMORY CHIPS
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
SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy
SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron,...
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,...
Wednesday 3 June 2026
Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
Wednesday 3 June 2026
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
Wednesday 3 June 2026
SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex booth
SK Group chairman Tae-won Chey said SK Hynix plans to double its overall production capacity over the next five years, as strong demand for artificial intelligence (AI) drives a global...
Tuesday 2 June 2026
Samsung signals broader AI memory deployment with HBM5 roadmap and thermal tech
Samsung Electronics has used Computex 2026 to outline a broader AI memory strategy, highlighting HBM5, thermal management, and advanced packaging as it prepares for next-generation...
Tuesday 2 June 2026
South Korea cuts EUV equipment approvals to speed Samsung and SK Hynix expansion
South Korea's Ministry of Trade, Industry, and Energy announced on June 2, 2026, that it would sharply streamline domestic approval procedures for extreme ultraviolet equipment used...
Tuesday 2 June 2026
SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand
SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China,...
Tuesday 2 June 2026
Micron unveils AI memory and storage roadmap at COMPUTEX 2026
Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
Phison and Intel roll out aiDAPTIV to boost local AI on Intel AI PC platforms
Phison Electronics announced a collaboration with Intel to bring aiDAPTIV memory extension technology to Intel AI PC platforms running Intel Core Ultra processors, aiming to enable...
Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
Tuesday 2 June 2026
YMTC SSDs target Asia-Pacific consumer market from Taiwan
Yangtze Memory Technology is moving its retail SSD brand into the Asia-Pacific consumer market, beginning with Taiwan and later expanding to Singapore and South Korea. The shift comes...
Tuesday 2 June 2026
DeepSeek's pricing move could redistribute value across AI hardware market
Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the...