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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    2h 59min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    3h 0min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    3h 0min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
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    Arm’s AGI CPU demand surges as supply constraints loom
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    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
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    NEWS TAGGED NAND
    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...
    Friday 1 May 2026
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
    Tuesday 28 April 2026
    Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
    Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
    Tuesday 28 April 2026
    AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
    SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...
    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...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook