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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    4h 29min ago
    Memory supply crunch pushes long-term contracts beyond the big three
    4h 29min ago
    China’s polysilicon makers set a cost floor as solar losses widen
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    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
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    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
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    Fudan researchers unveil room-temperature single-electron memory using 2D materials
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    NEWS TAGGED NAND FLASH
    Tuesday 11 August 2026
    SK Hynix becomes Kioxia's largest shareholder as Toshiba trims stake

    SK Hynix has emerged as Kioxia's largest shareholder after Toshiba continued reducing its holding, a shift that could affect the balance...

    Monday 10 August 2026
    Adata sees memory uptrend extend into 1H27
    Adata posted record-high revenue and profit in the second quarter of 2026 and said memory supply remains tight. The company expects third-quarter operating performance to outperform...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Wednesday 5 August 2026
    FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list
    FMS 2026 opened in Santa Clara with Samsung, SK Hynix, and Micron highlighting AI memory plans, while China's CXMT was absent from the official roster. The omission is drawing attention...
    Friday 31 July 2026
    Samsung boosts Hwaseong DRAM capacity as it converts older NAND lines
    Samsung Electronics completed the shutdown and equipment transfer of an older NAND flash wafer fab at its Hwaseong campus in South Korea and is expanding DRAM production at the site...
    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...
    Sunday 26 July 2026
    Toshiba cuts Kioxia stake as memory maker's valuation swings
    Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's...
    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 7 July 2026
    Lenovo confirms YMTC SSDs in notebooks sold outside China
    Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory...
    Thursday 25 June 2026
    Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
    Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
    Friday 19 June 2026
    Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

    Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...

    Tuesday 16 June 2026
    Kioxia surpasses Toyota, eyes M&A push in face of AI boom
    NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial...
    Friday 12 June 2026
    SK Hynix readies 375-layer NAND as US listing plan advances

    SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead...

    Friday 5 June 2026
    Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

    Introduction

    Thursday 4 June 2026
    Kioxia weighs new NAND fab as AI demand drives long-term expansion plans
    Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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