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    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    7h 4min ago
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    7h 5min ago
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    7h 5min ago
    Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem
    7h 5min ago
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    7h 5min ago
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    7h 5min ago
    NEWS TAGGED MEMORY CHIPS
    Thursday 26 February 2026
    Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
    Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
    Thursday 26 February 2026
    YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

    At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

    Thursday 26 February 2026
    Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
    Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
    Thursday 26 February 2026
    Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
    All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...
    Thursday 26 February 2026
    SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem
    SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...
    Wednesday 25 February 2026
    Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
    As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...
    Wednesday 25 February 2026
    SK Hynix signals seller's market as memory prices set to climb all year
    SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
    Wednesday 25 February 2026
    HP posts AI-driven revenue gains, but memory costs cloud outlook
    HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...
    Wednesday 25 February 2026
    ChipMOS raises memory test prices again, signs 3-year capacity contract
    ChipMOS returned to profitability in 2025 after a fourth-quarter 2025 rebound driven by memory shortages and higher test prices, and the company forecasts a stronger second-half performance...
    Wednesday 25 February 2026
    Korean suppliers brace for Apple's staggered iPhone 18 rollout
    Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...
    Wednesday 25 February 2026
    Apple's budget MacBook set for March debut as component costs increase
    Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Tuesday 24 February 2026
    Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
    Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...
    Tuesday 24 February 2026
    AI devours DRAM supply, SK’s Chey expands “monster chip” push

    Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

    Tuesday 24 February 2026
    Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
    Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook