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Friday 26 December 2025
Winbond prepares 16nm 8Gb DDR4 mass production for 2026 shipment upgrade
Memory maker Winbond Electronics has recently continued to expand capital expenditures by increasing capacity for 16nm and DDR4 DRAM. As inventories of legacy DDR3 products decrease,...
Friday 26 December 2025
Samsung, SK Hynix reportedly accelerate HBM4 production to early 2026
Samsung Electronics and SK Hynix are pushing forward their production schedules for sixth-generation high-bandwidth memory to February 2026. Industry sources and South Korean media...
Friday 26 December 2025
SK Hynix targets February HBM4 ramp-up with TSMC, ships final samples to Nvidia
SK Hynix is scheduled to deliver final samples of its next-generation high-bandwidth memory to Nvidia in early January 2025. This comes as the South Korean chipmaker nears a February...
Friday 26 December 2025
Google reportedly fires procurement execs amid HBM supply crunch
Google and Microsoft are stepping up efforts to secure high-bandwidth memory. Production capacity at South Korean chipmakers is approaching its limits. The supply crunch has coincided...
Friday 26 December 2025
SoftBank spearheads Japan's next-gen AI memory push
SoftBank and Japanese partners are advancing a government-backed project to develop next-generation memory technology aimed at enhancing AI and supercomputer performance. The initiative,...
Friday 26 December 2025
YF Capital backs InnoStar Semiconductor, extending Jack Ma's China memory chip push
YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens...
Thursday 25 December 2025
South Korean prosecutors charge 10 individuals over alleged Samsung DRAM technology leak to CXMT
South Korean prosecutors have charged ten individuals over an alleged large-scale leak of 10nm-class DRAM process technology from Samsung Electronics to China's leading memory maker...
Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
Wednesday 24 December 2025
Taiwan's November export orders up nearly 40%, driven by US AI demand
Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...
Wednesday 24 December 2025
Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers
Memory giant Samsung Electronics is slowing its planned DDR4 DRAM production phase-out in the fourth quarter of 2025 amid surging market prices and tightening supply. Sources say...
Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry,...
Wednesday 24 December 2025
2D materials: from memory entry to logic's future
Two-dimensional (2D) materials were once regarded as important candidates for extending semiconductor scaling. Because they are only an atom thick, they are theoretically very suitable...
Wednesday 24 December 2025
Taiwan advances 'dream memory' R&D beyond DRAM for AI era
Once a low-cost commodity underpinning global computing, dynamic random-access memory (DRAM) has become a strategic chokepoint as AI-driven demand reshapes supply chains. With prices...
Wednesday 24 December 2025
ENE Technology warns DDR shortage may hit revenue, eyes drones for growth
ENE Technology said persistent shortages of DDR memory could weigh on revenue over the next two quarters, as tight supplies of DRAM and storage chips continue to pressure notebook...