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    Nvidia, Corning lock in US AI optics expansion with new fiber plants
    3min ago
    Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus
    11min ago
    NEWS TAGGED MEMORY CHIPS
    Friday 8 May 2026
    2D NAND shortage spirals after Samsung, Micron, and rivals exit market
    Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...
    Friday 8 May 2026
    Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
    Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...
    Friday 8 May 2026
    Samsung chiefs address pay talks as strike deadline nears
    Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...
    Friday 8 May 2026
    Samsung workers seek bigger share of AI profits as strike looms

    Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten...

    Friday 8 May 2026
    PMIC supplier GMT bets on volume growth over higher prices
    Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
    Friday 8 May 2026
    Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
    Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
    Friday 8 May 2026
    Anpec plans midyear 15% price hike to protect PMIC margins
    Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...
    Friday 8 May 2026
    Memory shortages choke AI storage orders, says Hitachi Vantara

    AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

    Thursday 7 May 2026
    Innodisk tops 2025 full-year revenue in first four months of 2026
    Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...
    Thursday 7 May 2026
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
    Thursday 7 May 2026
    Nvidia, AMD and Intel starve the PC market to feed the AI boom
    The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
    Thursday 7 May 2026
    Research Insight: AI memory boom squeezes automotive supply, driving costs higher
    Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
    Wednesday 6 May 2026
    'Chipflation' hits Samsung, boosts Apple results
    As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook