DIGITIMES news archive

Total: 179 items

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...

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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...

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Japan government AI quantum computing semiconductors investment

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...

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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...

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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...

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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...

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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...

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weather probe card market probe Taiwan

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...

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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...

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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...

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DRAM market SK Hynix demand production

Kioxia warns of tight NAND supply through 2027

Thursday 22 January 2026

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year and expects tight supply conditions...

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Kioxia NAND flash demand 2027

Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge

Saturday 3 January 2026

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and 2nm capacity is largely locked in....

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packaging TSMC manufacturing interposer 2025

Huawei raises Chinese-made components to 60% in flagship smartphones

Friday 26 December 2025

Huawei Technologies has lifted the share of Chinese-made components in its latest premium smartphones to nearly 60% by value, underscoring how years of US export controls have accelerated domestic capabilities across...

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Huawei component 2024

Japan's major banks and corporations back Rapidus with massive financing and new investments

Friday 12 December 2025

..., SoftBank, Sony, NEC, Kioxia, and Mitsubishi UFJ Bank. New investors such as Fujitsu are reportedly considering contributions...

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Rapidus financing 2nm production

Canon and DNP push 1.4nm nanoimprint tech, target 2027 production

Thursday 11 December 2025

Dai Nippon Printing (DNP) said it has developed a nanoimprint template capable of producing 1.4nm chips using only one-tenth of the power required by extreme ultraviolet lithography tools.

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nanoimprint Canon Dai Nippon Printing production 2027

Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan

Tuesday 9 December 2025

..., including partnerships with Renesas Electronics, Kioxia Holdings, Mitsubishi, and Sony, while continuing to introduce high...

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equipment materials Topco 2025 Taiwan

SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung

Tuesday 9 December 2025

South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung and Nate. The company plans to...

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SK Hynix NAND Samsung development technology

Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026

Monday 1 December 2025

At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance memory. Samsung plans to showcase a...

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ISSCC Samsung SK Hynix 2026 HBM4

CXMT's high-end DRAM push narrows China's gap with South Korea to one year

Saturday 29 November 2025

China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South Korea's memory sector, especially...

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DRAM CXMT DDR5 Samsung SK Hynix

YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight

Tuesday 25 November 2025

Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13% in the third quarter, according to...

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YMTC CXMT Memory NAND 2025

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