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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    8h 13min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    8h 13min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    8h 13min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    8h 13min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    8h 13min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    8h 13min ago
    NEWS TAGGED SSD
    Monday 11 May 2026
    Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
    Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
    Thursday 7 May 2026
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
    Sunday 26 April 2026
    Samsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

    Samsung Electronics and Kingston Technology have reportedly notified distributors of price increases of more than 10% across their solid-state...

    Wednesday 22 April 2026
    Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
    A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
    Tuesday 7 April 2026
    Innodisk revenue jumps 4x in March, first-quarter hits record
    Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Phison and Intel go hybrid to keep China's AI lobster craze from burning out
    The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
    Thursday 26 March 2026
    Nanya Technology secures major private placement with Kioxia, Sandisk
    Major memory manufacturer Nanya Technology announced a groundbreaking private placement that, for the first time, will involve four major international companies, forming a notably...
    Thursday 19 March 2026
    Nvidia elevates AI storage, putting NVMe SSD makers at the center
    Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
    Wednesday 18 March 2026
    Industry Leaders Unite for Mini SSD Ecosystem Seminar

    The "Mini SSD Strategic Seminar" convened recently to strengthen collaboration and accelerate ecosystem development following the successful "Mini SSD Ecosystem Application...

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    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