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NEWS TAGGED MEMORY CHIPS
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Saturday 7 February 2026
SK Hynix clears power hurdle in Yongin as Samsung faces site delays

South Korea is moving ahead with plans to develop what it bills as the world's largest semiconductor cluster in Yongin, Gyeonggi Province,...

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...