News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Friday 6 March 2026

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...

Friday 6 March 2026

Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...

Friday 6 March 2026

MacBook Neo lowers Apple’s entry barrier, challenging budget laptops

Apple this week unveiled a series of new products, including the latest MacBook Pro and MacBook Air models, but the launch drawing the...

Friday 6 March 2026

South Korean Academia: NAND scaling nears ceiling; China seen closing gap

The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...

Friday 6 March 2026

SK Group chairman reportedly to meet Nvidia CEO at GTC

SK Group chairman Chey Tae-Won is expected to attend Nvidia GTC 2026 in San Jose, California, on March 16, 2026, where he will likely hold high-level talks with Nvidia CEO Jensen Huang...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...

Friday 6 March 2026

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...

Thursday 5 March 2026

Memory spot prices surge, straining procurement capital and risking industry cycle instability

The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...

Thursday 5 March 2026

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...

Thursday 5 March 2026

Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

Thursday 5 March 2026

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...

Thursday 5 March 2026

Hanmi Semiconductor strengthens ties with India amid Micron facility launch

South Korean thermal compression bonder leader Hanmi Semiconductor has announced the development of the industry's first dual-function BOC COB Bonder, capable of performing both Board-on-Chip...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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