AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...
Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in...
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to...
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens...
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price...
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the...
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...
In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is...