Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily
Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from a March peak. DDR4 DRAM spot prices have since corrected by more than 20% quarter-over-quarter, yet lower prices have failed to revive demand. With holidays approaching, buyers remain on the sidelines, while contract memory prices continue to climb
On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mallet
China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to expand its Bac Ninh operations, reinforcing the country's role as a key production base for global consumer electronics supply chains
China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence
South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even as geopolitical risks and cost pressures mount
Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now fetching scarcity-driven premiums that reflect tightening export controls and surging domestic demand
Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing economics, even as a cautious outlook weighed on sentiment
