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    Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand
    3min ago
    Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
    5min ago
    NEWS TAGGED MEMORY CHIPS
    Monday 13 April 2026
    Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google
    Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:
    Monday 13 April 2026
    AI memory crunch revives DDR3 in PC market
    AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices high enough to revive...
    Saturday 11 April 2026
    Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
    Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
    Friday 10 April 2026
    SK Hynix M15X reportedly ramps early production
    SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
    Friday 10 April 2026
    Ampak cites DDR price swings disrupting orders, sees industrial control demand support
    Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...
    Friday 10 April 2026
    Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

    As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

    Friday 10 April 2026
    CXMT targets 12-layer HBM production by 2027, closing gap with Korea
    China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
    Thursday 9 April 2026
    Memory shortage persists, ASPs surge up to fivefold, says module maker chief
    Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
    Thursday 9 April 2026
    Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

    Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

    Thursday 9 April 2026
    Samsung P4 fab nears completion, expanding 1c DRAM capacity
    Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Thursday 9 April 2026
    CXMT IPO delay eases DRAM supply risks, supports pricing cycle
    China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Thursday 9 April 2026
    Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
    The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
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    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