IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands...
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D...
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously...
