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    US seen tolerating high memory prices to preserve AI edge over China
    1h 12min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
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    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
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    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
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    FCC blocks new Chinese inverters and robots from the US market
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    NEWS TAGGED NAND
    Wednesday 29 July 2026
    SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
    SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    Wednesday 29 July 2026
    Powertech posts record second-quarter revenue and targets a 2026 sales high
    Powertech Technology reported second-quarter 2026 revenue of NT$23.116 billion, up 8.5% from the previous quarter and 28% from a year earlier. The Taiwan-based memory and testing provider...
    Tuesday 28 July 2026
    Memory module maker Apacer warns 2027 DRAM supply could fall 70%
    Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
    Saturday 25 July 2026
    NAND price rally enters plateau as supply stays tight despite weaker spot demand
    The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
    Wednesday 22 July 2026
    Samsung disputes report of V10 NAND shipments to Nvidia
    Samsung Electronics has disputed a report that it had begun supplying its 10th-generation V-NAND to Nvidia and was preparing to expand production ahead of the US chipmaker's CMX storage...
    Tuesday 21 July 2026
    Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers
    Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...
    Tuesday 21 July 2026
    Samsung could overtake SK Hynix in the HBM market by 2027
    Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Thursday 16 July 2026
    AI demand-driven memory crunch leaves smart cars exposed

    AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

    Wednesday 15 July 2026
    PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
    Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
    Wednesday 15 July 2026
    South Korean court bars former Samsung NAND designers from working for SK Hynix
    A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April...
    Tuesday 14 July 2026
    GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

    AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

    Friday 10 July 2026
    Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
    Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...
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    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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