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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    9h 23min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    9h 24min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    9h 24min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    9h 24min ago
    Agentic AI drives a global compute shortage across the full supply chain
    9h 24min ago
    NEWS TAGGED MEMORY CHIPS
    Monday 1 June 2026
    ByteDance reportedly developing Groq-style chip with InnoStar
    ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information...
    Monday 1 June 2026
    Top memory maker executives gather in Taiwan in preparation for Computex 2026
    After Nvidia CEO Jensen Huang wrapped up his "trillion-dollar banquet" for Taiwan AI supply-chain giants, GTC Taipei is set to become a highlight of Computex 2026. Nvidia will also...
    Monday 1 June 2026
    Nvidia expects AI boom to keep supply tight beyond 2027
    Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...
    Monday 1 June 2026
    Nvidia courts Korea's industrial giants ahead of Computex
    Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With...
    Sunday 31 May 2026
    Winbond accelerates custom memory transition
    Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply...
    Saturday 30 May 2026
    Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing
    SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty,...
    Saturday 30 May 2026
    Samsung tops Micron in automotive memory as AI tightens supply

    Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first...

    Friday 29 May 2026
    Samsung begins shipment of HBM4E samples as AI memory competition intensifies
    Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...
    Thursday 28 May 2026
    CXMT cleared for IPO listing; could boost China's memory supply chain
    ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5...
    Thursday 28 May 2026
    Solidigm appoints co-CEOs to split operations and growth responsibilities
    Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities...
    Thursday 28 May 2026
    SK Hynix turns Big Tech's memory scramble into tougher supply terms
    SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give...
    Wednesday 27 May 2026
    Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

    Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam,...

    Wednesday 27 May 2026
    From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
    First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'
    On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized...
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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook