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Monday 30 March 2026
Weekly news roundup: AI, supply chains, new entrants intensify global chip race
Below are the most-read DIGITIMES Asia stories from the week of March 23-27, 2026:
Monday 30 March 2026
AI compression won't ease memory crunch, NAND shortage set to persist
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
Monday 30 March 2026
DRAM scaling hits limits as next-generation memory faces delays

The global DRAM industry is approaching a structural inflection point, as traditional scaling methods struggle to deliver the performance...

Monday 30 March 2026
Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

Semiconductor manufacturers are racing to secure critical materials as Middle East tensions disrupt supply chains, with the risk of production...

Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Monday 30 March 2026
SMIC accused of supplying chipmaking tools to Iran military, US officials say
SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
Sunday 29 March 2026
Samsung's 2026 strike poses bigger challenges despite economic shift and tripled scale
Samsung Electronics is facing a looming labor strike in May as its memory and foundry businesses take off, marking a more complex challenge than the initial 2024 walkout. The upcoming...
Sunday 29 March 2026
Taiwan lead frame supplier pushes China expansion alongside management overhaul
Chang Wah Technology (CWTC) approved a plan to build a new factory in Weihai, Shandong. It confirmed leadership changes as it presses on with overseas expansion to boost production...
Sunday 29 March 2026
Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments
Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and...
Sunday 29 March 2026
Adata invests US$3 million in KonstTech to boost AI computing infrastructure
Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
Sunday 29 March 2026
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

Sunday 29 March 2026
AI demand leaves memory industry's commodity model intact

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

Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Sunday 29 March 2026
AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

Sunday 29 March 2026
SK Hynix and Kioxia targeted in US ITC memory chip probe
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...