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Thursday 6 August 2026
Elite Semiconductor rides niche DRAM price hikes

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July...

Thursday 6 August 2026
Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said...
Thursday 6 August 2026
NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks
NEO Semiconductor has launched NEO.AI, a memory platform it says could help address one of the biggest constraints on artificial intelligence (AI) systems worldwide: limited memory...
Thursday 6 August 2026
Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...
Thursday 6 August 2026
Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
Thursday 6 August 2026
Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
WD points to HAMR ramp and long-term contracts as pricing power builds
At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
Thursday 6 August 2026
Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
Thursday 6 August 2026
WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD)...
Thursday 6 August 2026
DRAM price surge lifts Samsung and Micron as SK Hynix loses share
Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
Wednesday 5 August 2026
SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
SK Hynix plans to hold a formal groundbreaking ceremony in late August for its US$3.9 billion advanced chip packaging facility in West Lafayette, Indiana, as the memory maker expands...
Wednesday 5 August 2026
Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...
Wednesday 5 August 2026
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
Wednesday 5 August 2026
CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung...