


As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and...









Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in its transition to higher-layer memory...




espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely intact. While high-bandwidth memory...


The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence demand, but the milestone comes...

SK Hynix plans to build more than KRW100 trillion (approx. US$66 billion) in net cash to support long-term investment in artificial intelligence (AI) infrastructure, as...
