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    Memory shortage cuts smartphone OLED shipments in 1Q26
    6h 28min ago
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    6h 28min ago
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    6h 28min ago
    China seeks South Korean chip suppliers to bypass US controls
    6h 28min ago
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    6h 28min ago
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    6h 28min ago
    NEWS TAGGED NAND
    Tuesday 19 May 2026
    SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...
    Monday 18 May 2026
    Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
    Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
    Saturday 16 May 2026
    China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
    China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...
    Thursday 14 May 2026
    Memory supply crunch pushes Phison to historic earnings
    Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...
    Thursday 14 May 2026
    Samsung reportedly speeds up 3D NAND, packaging, and substrate plans
    Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates —...
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Phison targets AI storage and edge computing growth through Phison 3.0 strategy
    Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...
    Monday 11 May 2026
    Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
    Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:
    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Friday 8 May 2026
    2D NAND shortage spirals after Samsung, Micron, and rivals exit market
    Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...
    Wednesday 6 May 2026
    Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
    Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
    Tuesday 5 May 2026
    Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone
    Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical...
    Monday 4 May 2026
    China curbs memory speculation; DDR4 spot slides, contract prices surge

    Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

    Saturday 2 May 2026
    China's memory makers post blockbuster gains as AI tightens supply and resets prices

    China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

    Friday 1 May 2026
    Macronix eyes steady growth from 1Q26 amid eMMC supply gap
    Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook