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    SMIC reenters advanced packaging with major team expansion in Shanghai
    2min ago
    Taiwan govt courts Foxconn to invest in AI computing centers with tax incentives
    2min ago
    Zhen Ding invests CNY40 billion in Huai'an to expand high-end PCB capacity for AI supply chain
    2min ago
    SK Hynix reinforced collab with TSMC at North America technology forum
    3min ago
    Google leads ASIC server growth with rising Taiwan foundry involvement
    3min ago
    Chip assembly and testing supply tightness drives major cost pressure for chipmakers
    3min ago
    NEWS TAGGED NAND
    Thursday 23 April 2026
    SK Hynix to shift over half of NAND output to 321-layer chips
    SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
    Thursday 23 April 2026
    Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
    As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
    Thursday 23 April 2026
    Lam Research signals sustained AI-driven momentum as WFE outlook improves
    Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
    Thursday 23 April 2026
    DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle
    Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
    Thursday 23 April 2026
    SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter
    SK Hynix reported its strongest quarterly results on record in the first quarter of 2026, with revenue of 52.58 trillion won (approximately US$37.9 billion), operating profit of 37.61...
    Wednesday 22 April 2026
    Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
    A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...
    Tuesday 21 April 2026
    Samsung plans NAND expansion at P5 on AI-driven price gains
    Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
    Monday 20 April 2026
    As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

    The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
    Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...
    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
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    TechForum0520
    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