Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...
Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...
China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...
South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...
Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...
Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...
