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    Exclusive: China SiC substrate suppliers cut prices as losses persist amid oversupply
    1h 58min ago
    Exclusive: SiC substrate prices stay depressed as 800V HVDC demand rises
    1h 58min ago
    Memory boom driven by DRAM now, but HBM will decide the future
    1h 58min ago
    Huawei's Tau Law puts glass substrates at the center of advanced packaging
    1h 58min ago
    Memory shortage drags down PC market as Apple’s MacBook Neo stands out
    1h 59min ago
    NEWS TAGGED DDR5
    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...
    Tuesday 5 May 2026
    DDR6 server memory moves into early development as industry prepares for next-generation AI demand
    The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...
    Monday 4 May 2026
    China curbs memory speculation; DDR4 spot slides, contract prices surge

    Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

    Wednesday 29 April 2026
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
    Wednesday 22 April 2026
    CXMT fills LPDDR4X gap as non-China CSPs seek capacity
    Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook