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    Anduril boosts Taiwan sourcing 15x, considering local production
    4h 15min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    4h 15min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    4h 15min ago
    CPO production delay may boost growth of LPO and NPO
    4h 15min ago
    Taiwanese chips gain from non-China drone supply chain demand
    4h 15min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    4h 15min ago
    NEWS TAGGED DDR5
    Monday 8 June 2026
    CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge
    ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...
    Saturday 6 June 2026
    AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

    DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

    Friday 5 June 2026
    GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

    GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

    Thursday 4 June 2026
    Goldkey targets NT$10B funding to lock in memory supply as prices surge
    Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
    Tuesday 2 June 2026
    China's underwhelming holiday season shows memory hikes still weigh on consumer demand
    After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026

    AGI Technology will showcase a diverse lineup of next-generation storage products at COMPUTEX 2026, centered around this year's core theme: "Think Big, Build Grand."...

    Wednesday 27 May 2026
    Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026
    Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying...
    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Friday 22 May 2026
    AI memory crunch pushes Nanya Technology toward 2027 fab ramp

    Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

    Saturday 16 May 2026
    China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
    China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...
    Friday 15 May 2026
    Samsung strike risk lifts memory spot prices as supply risks mount

    Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

    Thursday 14 May 2026
    ASMedia reports record profit as it expands beyond PC chips into AI and automotive
    Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...
    Thursday 14 May 2026
    Etron sees DRAM rally stretching into 2027 as shortages persist
    The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky...
    Monday 11 May 2026
    AI inference boom fuels memory race, with Samsung in pursuit
    AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
    Friday 8 May 2026
    PMIC supplier GMT bets on volume growth over higher prices
    Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook