News tagged Memory at DIGITIMES

NEWS TAGGED MEMORY

Friday 30 January 2026

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...

Friday 30 January 2026

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...

Wednesday 28 January 2026

Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...

Wednesday 28 January 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...

Wednesday 28 January 2026

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...

Tuesday 27 January 2026

Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Monday 26 January 2026

Adata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings

Memory module giant Adata Technology announced its unaudited consolidated earnings for December 2025, reporting profit before tax of NT$2.55 billion (approx. US$81.22 million), nearly...

Friday 23 January 2026

HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Tuesday 20 January 2026

PowerTech and ChipMOS report robust November profits amid strong memory demand

Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector...

Tuesday 20 January 2026

Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026

Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...

Tuesday 20 January 2026

Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...

Thursday 15 January 2026

Smartphone panel prices hit by memory price surge

Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...

Tuesday 13 January 2026

Winbond Electronics and Transcend report strong growth as memory shortage

Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints...

Monday 12 January 2026

Synnex reports strong December revenue growth driven by memory prices and AI demand

Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications...

Monday 12 January 2026

Memory price surge forces Chinese brands to cut orders as lens tech rivalry heats up

Memory price surges are reshaping the global smartphone market outlook for 2026, according to insiders at Sunny Optical. Significant order reductions from Chinese manufacturers amid...

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Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and AI-Guided Anti-Armor Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook