Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
Intel is courting South Korea's AI ecosystem on two fronts: a 23-company alliance built around Korean-made servers and an inference GPU that swaps costly high-bandwidth memory (HBM)...
Applied Materials' record fourth-quarter revenue and operating income highlight how investment in AI infrastructure is translating into demand for wafer-fabrication equipment. Growth...
As AI servers and data centers expand, rising DRAM demand is driving up memory prices and supply pressures, making memory an increasingly important infrastructure cost. AMD has introduced...
Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request....
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Samsung Electronics and SK Hynix are competing to secure extreme ultraviolet (EUV) lithography equipment from ASML as the Dutch supplier warns that its planned capacity will fall short...
Terafab, the chipmaking venture backed by Tesla and SpaceX, is reportedly planning memory output that would rival the world's largest DRAM maker. Japanese and Korean equipment and...
Peter Shu, chairman of Taiwanese memory module maker Transcend, expects DRAM and NAND Flash prices to plateau after stabilising in the third quarter of 2026. Further price increases...
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Taiwan Semiconductor Manufacturing Co. (TSMC) has pushed back on a report that it is weighing a move into advanced memory chip manufacturing, saying it remains focused on its contract...
Transcend Information posted record net profit and earnings per share (EPS) for the first nine months of 2026, but its third-quarter revenue, gross margin, and profit all declined...
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
