Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...
The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...
Rising memory prices and volumes are driving a strong finish for memory module manufacturers in 2025, with Taiwanese module leaders optimistic that the boom will continue through...
The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure...
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked...
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Memory giant Winbond aims to surpass the NT$100 billion (US$3.3 billion) mark in 2026 for consolidated revenue. President Pei-Ming Chen said the memory market has emerged from a downturn,...
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
