CONNECT WITH US
Friday 6 March 2026
Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans for wafer production at its Texas Taylor foundry and reaffirmed confidence in high-bandwidth memory (HBM) business.
Friday 6 March 2026
MacBook Neo lowers Apple’s entry barrier, challenging budget laptops

Apple this week unveiled a series of new products, including the latest MacBook Pro and MacBook Air models, but the launch drawing the most attention has been the new entry-level MacBook Neo lineup. Unlike other MacBook models powered by Apple's M-series Apple Silicon processors, the new product line uses A-series chips typically designed for mobile devices, with pricing set at around NT$20,000 (approx. US$631).

Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely relied on vertical stacking for years and is now approaching the limits of its current architecture, according to South Korean academics. As a result, the segment faces increasing risk of being caught up by Chinese manufacturers.
Friday 6 March 2026
SK Group chairman reportedly to meet Nvidia CEO at GTC
SK Group chairman Chey Tae-Won is expected to attend Nvidia GTC 2026 in San Jose, California, on March 16, 2026, where he will likely hold high-level talks with Nvidia CEO Jensen Huang. The discussions are expected to center on the upcoming AI accelerator "Vera Rubin," launching in the second half of 2026, which uses sixth-generation high-bandwidth memory (HBM4). This cooperation highlights deepening ties in next-gen AI semiconductor development.
Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and Africa (MEA) region is not only a major sales hub but also a critical market segment.
Friday 6 March 2026
Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early
Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and earnings per share all reaching new single-quarter highs. The company's full-year pre-tax net income surpassed NT$10 billion (US$315 million), while 2025 earnings per share hit NT$23.18. Adata also confirmed it reached its originally planned NT$30 billion inventory target ahead of schedule at the end of February 2026.
Friday 6 March 2026
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers (ODMs) maintain relatively stable shipment volumes in the first quarter of 2026. ODM Inventec initially forecasted a double-digit percentage decline in shipments for the first quarter compared to the previous quarter. However, actual shipments in the first two months exceeded expectations, with the quarterly drop narrowing to single digits.
Thursday 5 March 2026
Memory spot prices surge, straining procurement capital and risking industry cycle instability
The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify procurement capital pressures across the supply chain. Industry observers warn that if spot prices continue their rapid ascent, the divergence between spot and contract prices could accelerate risks of an industry cycle collapse.
Thursday 5 March 2026
Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee said, forecasting quarter-by-quarter operational growth into 2026 and a recovery of NT$12.5 billion (approx. US$390 million) cumulative losses from 2023–2024.
Thursday 5 March 2026
Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads expand in scale and data intensity, memory architecture has become a key constraint in next-generation data center systems. In response, a new memory standard known as SOCAMM2 is gaining attention across the AI server ecosystem.

Thursday 5 March 2026
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said consolidated fourth quarter results showed strong sequential and year-over-year gains that underpin expectations for continued momentum into the first quarter of 2026.
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate development of hybrid bonding tools for HBM production. These newer entrants aim to challenge the thermal compression bonding (TCB) equipment segment dominated by Hanmi Semiconductor. Industry observers, however, say significant technical and cost barriers remain before hybrid bonding can be adopted at scale.
Thursday 5 March 2026
Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded further within a month.
Thursday 5 March 2026
Hanmi Semiconductor strengthens ties with India amid Micron facility launch
South Korean thermal compression bonder leader Hanmi Semiconductor has announced the development of the industry's first dual-function BOC COB Bonder, capable of performing both Board-on-Chip (BOC) and Chip-on-Board (COB) processes within a single system, according to Yonhap News Agency and Maeil Business Newspaper. The company says the equipment is designed to improve process flexibility and production efficiency for high-performance memory products.
Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.

Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the impact of memory price increases, along with localized hikes in passive component costs, remains manageable for its operations. Data center expansion is also fueling a surge in power IC demand, positioning WT Microelectronics' 2026 momentum to surpass that of 2025. The company plans to continue investing in high-growth sectors such as data centers and servers.
Wednesday 4 March 2026
Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate capacity expansion.
Wednesday 4 March 2026
Acter Group posts 37% revenue growth in 2025 on Taiwan project surge
Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year, with net profit after tax soaring 34.55% to NT$1.001 billion. Earnings per share (EPS) reached NT$8.07, a 35% increase from 2024.
Wednesday 4 March 2026
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site as a core production base for next-generation AI memory. The company's fifth fabrication plant, P5, is scheduled to begin operations in 2028 and will support the long-term supply of high-bandwidth memory (HBM) and advanced DRAM used in AI servers and data-center infrastructure, according to Yonhap and Munhwa.

Wednesday 4 March 2026
Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices (ASP) expected to grow 2-2.5x compared to 2025, overall revenue and profits are set to reach new highs in 2026.
Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance, high-current-density products. The company also highlighted the rising price of memory components and increased wafer foundry costs on 8-inch and 12-inch lines as key factors impacting operations next year.
Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model. This development spells a survival nightmare for small and medium-sized enterprises (SMEs) lacking bargaining power.
Tuesday 3 March 2026
US moves to bar federal purchases of China-linked chips

The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement restrictions even as memory shortages and rising prices strain electronics supply chains.

Tuesday 3 March 2026
Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch large-scale semiconductor hiring.