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    Nvidia’s hold on AI inference chips strengthened as in-house rivals failed to bite
    4h 38min ago
    Largan and Sunny Optical accelerate FAU push, with Han's Laser as key supplier
    4h 38min ago
    InnoScience wins GaN patent case against Infineon in China
    4h 38min ago
    Foxconn teams with major power equipment players to expand into AI data centers
    4h 38min ago
    Xiaomi Auto executive says Tesla’s true moat is manufacturing
    4h 39min ago
    NEWS TAGGED DRAM
    Tuesday 16 June 2026
    AI chip race sends semiconductor equipment sales to record US$36.55 billion
    Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced...
    Tuesday 16 June 2026
    TSMC A16 takes center stage at VLSI 2026 as mass production targets 4Q26 ramp
    Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing...
    Tuesday 16 June 2026
    Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

    Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it,...

    Tuesday 16 June 2026
    AMD to acquire MEXT to expand AI memory optimization tools
    AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
    Monday 15 June 2026
    South Korea's chip equipment players ride the HBM4 wave

    South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics...

    Monday 15 June 2026
    SK Hynix readies HBM4 packaging push as Nvidia demand grows

    SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for...

    Friday 12 June 2026
    CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

    ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through...

    Friday 12 June 2026
    China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
    As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
    Friday 12 June 2026
    CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
    China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
    Friday 12 June 2026
    Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
    Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
    Thursday 11 June 2026
    Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027
    Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers...
    Wednesday 10 June 2026
    Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
    Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
    Wednesday 10 June 2026
    Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
    Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
    Tuesday 9 June 2026
    Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
    Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and...
    Tuesday 9 June 2026
    AI demand is turning memory chips into rationed assets, Morgan Stanley says
    AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
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    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook