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Friday 19 December 2025
SK Hynix reportedly to open new office in Seattle area to deepen ties with Nvidia and major tech firms
SK Hynix is reportedly establishing a new office in Bellevue, Washington, aiming to strengthen collaboration with key clients, including Nvidia, Amazon Web Services, and Microsoft...
Friday 19 December 2025
Memory shortages reshape smartphone market as costs hit 35% of mid-range devices
Research institutions predict that global smartphone shipments could decline by 1–2% in 2026 due to memory shortages, with mid- and low-range devices expected to be most affected...
Friday 19 December 2025
Brands cut specs and raise prices as memory supply turns scarce
Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...
Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
Friday 19 December 2025
SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks off
SK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase...
Thursday 18 December 2025
Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...
Thursday 18 December 2025
Samsung and SK Hynix push PIM-enabled memory to address AI bottlenecks
As AI inference workloads grow and models expand rapidly, Samsung Electronics and SK Hynix are advancing high-bandwidth memory (HBM) technologies while integrating processing-in-memory...
Thursday 18 December 2025
Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output
Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
Thursday 18 December 2025
Micron says fab start-up costs to have limited impact on gross margins despite expansion push
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...