News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Wednesday 22 July 2026

Xiaomi raises 2026 phone target as memory prices strain brands

China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...

Wednesday 22 July 2026

Samsung expands Nvidia ties as AI inference drives NAND demand

Samsung Electronics is expanding its Nvidia relationship into NAND flash as AI inference creates demand for high-capacity enterprise storage.

Wednesday 22 July 2026

Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says

The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...

Tuesday 21 July 2026

Goldkey secures NT$3.6 billion loan to expand AI server memory business

Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers...

Tuesday 21 July 2026

Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say

South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure...

Tuesday 21 July 2026

Samsung, SK Hynix and Micron pull back on in-house CXL controller plans

Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to commercialize internally developed...

Tuesday 21 July 2026

DDR5 module spot prices hit record highs as China-made dies narrow price gap

The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply,...

Tuesday 21 July 2026

Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

Tuesday 21 July 2026

Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers

Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...

Tuesday 21 July 2026

Memory shortage could turn into a glut by 2028 as chipmakers expand

A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually...

Tuesday 21 July 2026

Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...

Tuesday 21 July 2026

Samsung could overtake SK Hynix in the HBM market by 2027

Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...

Monday 20 July 2026

HBM4 battle shifts to cooling as hybrid bonding slips

Sixth-generation high-bandwidth memory (HBM4) shipments paired with Nvidia Vera Rubin will keep rising in the second half of 2026, setting up a head-to-head fight among the three major...

Monday 20 July 2026

Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026

Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

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