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NEWS TAGGED MEMORY CHIPS
Wednesday 4 November 2026
Innodisk advances AI data center push with eSSD, DDR5 products
Industrial memory module maker Innodisk is deepening its AI data center strategy by supplying critical components for AI infrastructure, including enterprise solid-state drives (eSSDs)...
Wednesday 4 November 2026
Intel reportedly targets DDR4 upgrades with Raptor Lake Next
DDR4 memory, once gradually fading from the market, is regaining popularity as tight DRAM supply drives DDR5 prices higher. Following AMD's revival of processors supporting the AM4...
Wednesday 4 November 2026
Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab
Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's...
Wednesday 4 November 2026
HBF could cut AI memory costs but squeeze NAND supply
High Bandwidth Flash (HBF) could give AI accelerators more memory at roughly one-tenth the manufacturing cost per gigabyte of HBM4. But producing it could consume far more wafer capacity...
Wednesday 4 November 2026
Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...
Wednesday 4 November 2026
GigaDevice sees tight niche DRAM supply, slower price gains
AI demand continues to heat up while major global memory makers shift capacity toward higher-value products, keeping niche memory supplies tight in the near term. China-based IC design...
Wednesday 4 November 2026
Decoy processors carry Korean HBM past US export controls into China
A loophole in US export controls reportedly lets high-bandwidth memory (HBM) made by Samsung Electronics and SK Hynix reach China's AI chip industry. The loophole shows how much Huawei's...
Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Nanya Technology's October revenue hits record high for 12th consecutive month as prices rise and shipments decline
DRAM manufacturer Nanya Technology reported consolidated revenue of NT$46.476 billion (US$1.42 billion) in October 2026, up 3.07% from September and 487.73% year-over-year. Driven...
Wednesday 4 November 2026
US chip curbs on China complicate SK Hynix's US$45 billion NAND plan
SK Hynix's plans for a US$45 billion NAND investment in New York face a regulatory hurdle as Washington holds back approval for American chipmaking equipment needed at the company's...
Wednesday 4 November 2026
Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%
Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
Wednesday 4 November 2026
Macronix sees new memory strategy emerging within 6 months
Macronix (MXIC) chairman Miin Wu said the memory shortage will continue through 2030, with prices unlikely to weaken from current levels as production capacity becomes a scarce resource...
Wednesday 4 November 2026
Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
Tuesday 3 November 2026
South Korea urged to link chip fab support to local suppliers
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...