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Friday 12 June 2026
Hanmi Semiconductor to invest in SpaceX as Terafab bets grow
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked...
Friday 12 June 2026
SK Hynix readies 375-layer NAND as US listing plan advances

SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead...

Friday 12 June 2026
Powerlogic says AI server demand and rising memory costs hit May 2026 revenue
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...
Friday 12 June 2026
CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through...

Friday 12 June 2026
China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
Friday 12 June 2026
CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
Friday 12 June 2026
SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway...

Friday 12 June 2026
Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
Friday 12 June 2026
DDR4 shortage tightens as Nanya capacity fills and prices climb

DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

Thursday 11 June 2026
Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...
Thursday 11 June 2026
Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers...
Wednesday 10 June 2026
Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
Wednesday 10 June 2026
WD pushes toward 100TB hard drives as AI storage demand surges
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
Wednesday 10 June 2026
Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
Wednesday 10 June 2026
Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight,...