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    LG Electronics's three strategies to counter competition from Chinese brands
    6h 10min ago
    China's SeeYA wins Meta’s MR panel order as BOE misses certification
    6h 10min ago
    Qualcomm says HBC memory architecture offers better value than HBM as hyperscalers show interest
    6h 10min ago
    InP enters a capacity race as TCL moves into indium phosphide laser chips
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    Taiwan’s semiconductor materials sector sees opportunity in advanced packaging and CPO
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    Huawei lifted R&D spending to push AI chips and semiconductor self-reliance
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    NEWS TAGGED NAND
    Tuesday 1 September 2026
    China's memory chipmakers post a record 1H — but not all of it came from chips
    Nine listed Chinese memory and memory-adjacent chip companies have now filed their first-half 2026 results, and together they measure the depth of the current DRAM and NAND upcycle...
    Friday 28 August 2026
    China memory catch-up broadens: YMTC closes in on SK Hynix NAND share, CXMT advances DRAM tech
    China's memory-chip industry is narrowing parts of the technology gap with global leaders on two fronts. YMTC is approaching SK Hynix in NAND revenue share while running a more advanced...
    Friday 28 August 2026
    SK Hynix weighs closer ties with Kioxia in NAND
    SK Hynix is weighing closer cooperation with Japan's Kioxia Holdings in NAND flash, extending the strategic message from its newly launched US HBM expansion into a memory segment where...
    Thursday 27 August 2026
    Commentary: YMTC's high-profile IPO masks three long-term hurdles
    Yangtze Memory Technologies (YMTC) has officially kicked off its STAR Market IPO process. In the first quarter of 2026, China's largest 3D NAND Flash manufacturer delivered an impressive...
    Thursday 27 August 2026
    Kioxia weighs third Kitakami fab as NAND demand rises
    Kioxia Holdings is weighing construction of a new manufacturing building at its Kitakami plant in northern Japan, as rising NAND demand pushes the memory maker toward its next phase...
    Thursday 27 August 2026
    Apple pressure on OLED prices squeezes South Korean panel profits
    Apple is reportedly negotiating lower unit prices with South Korean OLED panel suppliers as surging prices for high-performance mobile DRAM, NAND flash, and other memory chips threaten...
    Wednesday 26 August 2026
    YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO
    Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...
    Tuesday 25 August 2026
    Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

    Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...

    Monday 24 August 2026
    Shanghai accepts YMTC's STAR Market listing application
    China's largest NAND flash maker is moving toward a major Shanghai listing, but global investors will be watching more than the size of the deal. YMTC's IPO comes as chip demand rises,...
    Friday 21 August 2026
    Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
    The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...
    Thursday 20 August 2026
    Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt
    Qualcomm is moving into the entry-level PC market with its Snapdragon C platform as Apple's US$599 MacBook Neo and surging DRAM and NAND costs squeeze low-priced Windows laptops from...
    Thursday 20 August 2026
    Samsung repays 20 trillion won SDC loan early as memory demand surges

    Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of schedule in the second quarter of 2026,...

    Thursday 20 August 2026
    YMTC parent advances IPO as NAND share hits 14% and AI storage scales
    Yangtze Memory Technologies Holding, the parent of Chinese NAND flash maker YMTC, has completed a key stage of its pre-IPO process just as the memory maker gains global market share,...
    Wednesday 19 August 2026
    GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains
    GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 lev...
    Monday 17 August 2026
    Phison CEO sees years of NAND shortage, AI growth chance
    Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
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    BIZ FOCUS
    Sep 1, 08:00
    Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
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