DIGITIMES news archive

Total: 402 items

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Wednesday 1 April 2026

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate...

Tags

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

Monday 30 March 2026

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 planned capacity expansions by...

Tags

NAND Kioxia capacity 2027 market

SK Hynix and Kioxia targeted in US ITC memory chip probe

Sunday 29 March 2026

On March 27, the US International Trade Commission (ITC) launched an investigation into memory chip imports by SK Hynix Inc. and KIOXIA Holdings Corporation following a patent complaint filed by MonolithIC 3D Inc.,...

Tags

ITC SK Hynix Kioxia probe investigation

Nanya Technology secures major private placement with Kioxia, Sandisk

Thursday 26 March 2026

Major memory manufacturer Nanya Technology announced a groundbreaking private placement that, for the first time, will involve four major international companies, forming a notably strong lineup. The investors include...

Tags

Nanya Technology private placement DRAM NAND Kioxia SanDisk Solidigm Cisco

As NAND makers move on, MLC memory nears the end of the line

Friday 20 March 2026

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance and edging toward obsolescence.

Tags

NAND flash MLC 3D 2026

AI tailwinds and global reach put Topco on track for double-digit growth in 2026

Friday 20 March 2026

Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC) has announced plans to focus on...

Tags

AI applications Topco 2026 HBM growth

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Tuesday 17 March 2026

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward again, according to a ChosunBiz...

Tags

Samsung DRAM demand production 2028

eMMC shortage sends NAND prices soaring, with further gains ahead

Tuesday 17 March 2026

Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for MLC NAND doubled in the first quarter...

Tags

NAND eMMC MLC Supply production

Japan's investment list targets AI, quantum computing, and semiconductors

Wednesday 11 March 2026

Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the...

Tags

Japan government AI quantum computing semiconductors investment

Taiwan's patent race heats up: TSMC reigns, records tumble

Friday 27 February 2026

Taiwan's innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped Taiwan-based invention patent...

Tags

Taiwan patent TSMC Delta Electronics ITRI

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

Monday 23 February 2026

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its...

Tags

Kioxia NAND demand 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Monday 16 February 2026

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter, with supply contracts moving to...

Tags

Apple Kioxia NAND price market

Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally

Friday 13 February 2026

Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March 2026), supported by momentum in...

Tags

Kioxia NAND demand operating profit 2025

Renesas turns to China and India for recovery after first net loss in six years

Tuesday 10 February 2026

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products. The company is recalibrating its...

Tags

Renesas AI automotive loss

Record Japan blizzard threatens AI chip supply chains

Sunday 8 February 2026

A record-breaking blizzard driven by extreme weather has battered Japan's northern Aomori Prefecture, dumping snow at more than two and a half times the historical average. The storm has claimed lives, paralyzed local...

Tags

weather probe card market probe Taiwan

Skytech delivers self-made PLP equipment, eyes record 2026 growth

Thursday 5 February 2026

As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation chip-on-panel-on-substrate...

Tags

equipment Skytech packaging 2026 growth

AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion

Tuesday 3 February 2026

Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid ongoing memory shortages and rising...

Tags

packaging FOPLP Powertech Memory revenue

Kioxia targets data center NAND as rivals chase HBM

Monday 2 February 2026

Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president said demand tied to artificial...

Tags

Kioxia NAND HBM data market

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

Friday 30 January 2026

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing AI infrastructure buildout. The US...

Tags

SanDisk Kioxia profit joint venture revenue

SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins

Friday 30 January 2026

The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems continues to strain supply. With...

Tags

DRAM market SK Hynix demand production

1/21 pages

Date range

News overview

Relevant articles

Beta — AI answers are generated from DIGITIMES content by relevancy and available date ranges.
They may contain errors or miss the latest updates. Please verify critical information. Contact us if you experience issues.

Syntax	Example	Finds articles containing
AND && A B	Intel AND AMD Intel && AMD Intel AMD	"Intel" and "AMD"
OR \|\|	Intel OR AMD Intel \|\| AMD	"Intel" or "AMD"
NOT !	Intel NOT AMD Intel ! AMD	"Intel" but not "AMD"
"A B"	"Smart TV"	Phrase "Smart TV"
("A B" OR C) AND D NOT X	("Smart TV" OR panel) AND maker NOT Taiwan	Multiple terms form a complex query combined together with Boolean operators