CONNECT WITH US
NEWS TAGGED MEMORY CHIPS
Thursday 16 October 2025
DRAM price surge shows no end, Innodisk chairman says there are surprises every month
Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 shortages and a persistent supply crunch. Chairman Chuan-Sheng...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Samsung Semiconductor reshapes strategy from memory to foundry
Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics...
Tuesday 14 October 2025
SK Hynix's US$3.87 billion Indiana plant sparks safety backlash
South Korean memory chipmaker SK Hynix has reportedly encountered unexpected resistance from local residents regarding its US$3.87 billion semiconductor factory investment plan in...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...
Tuesday 14 October 2025
Chinese memory module makers carve up smartphone market with local alliances
As memory and storage prices enter a rapid growth cycle, Chinese memory supply chains are expanding their influence by targeting domestic smartphone brands. Leveraging upstream manufacturers'...
Monday 13 October 2025
Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem
Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron...
Monday 13 October 2025
Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers
Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller...
Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have...
Monday 13 October 2025
Phison Electronics posts strong September profits as NAND supply-demand imbalance emerges
Leading NAND controller firm Phison Electronics reported NT$6.515 billion (approx. US$213 million) in consolidated revenue for September 2025, marking a nearly 10% month-over-month...
Saturday 11 October 2025
Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics
Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans...
Thursday 9 October 2025
Memory module makers halt consumer DRAM price quoting during China's National Day holiday
The ongoing DRAM shortage is intensifying as memory module manufacturers suspend consumer DRAM price quotes during China's National Day holiday, signaling a sharp rise in spot market...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...