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NEWS TAGGED MEMORY CHIPS
Tuesday 26 August 2025
NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...
Monday 25 August 2025
SK Hynix begins 321-layer 2TB QLC NAND mass production, targets AI data center market
SK Hynix announced on August 25 that it has completed development of its 321-layer 2TB QLC NAND flash and has begun mass production, with global customer certification finalized and...
Monday 25 August 2025
Nvidia reportedly pushes Samsung to step up HBM4 production
Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
Monday 25 August 2025
SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign
SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...
Monday 25 August 2025
Taiwan offers tax breaks for SME holding companies targeting US investment
The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development...
Saturday 23 August 2025
Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
Saturday 23 August 2025
Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
Friday 22 August 2025
eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market
As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Wednesday 20 August 2025
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025
Huawei turns to software to ease pain from China's scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...