News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Friday 6 February 2026

South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

South Korean President Lee Jae-myung recently convened a meeting at the Blue House titled the "Corporate Roundtable on Youth Employment...

Friday 6 February 2026

Transcend sees 4x revenue surge in January 2026 as memory prices rise

Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...

Friday 6 February 2026

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...

Friday 6 February 2026

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...

Friday 6 February 2026

PSMC narrows losses as DRAM prices and AI demand boost revenue

Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...

Friday 6 February 2026

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...

Thursday 5 February 2026

Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

Thursday 5 February 2026

Adata sees January revenue nearly triple, as memory prices hold in 2026

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...

Thursday 5 February 2026

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...

Thursday 5 February 2026

Networking equipment makers seek new businesses as they unlikely to avoid margin pressure

The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...

Thursday 5 February 2026

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...

Wednesday 4 February 2026

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...

Wednesday 4 February 2026

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...

Wednesday 4 February 2026

Samsung, SK Hynix move into HBM4 as yields and policy risks loom

Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook