News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

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...

Tuesday 9 June 2026

AI chip race lifts semiconductor equipment sales to record US$36.55bn

Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.

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...

Sunday 7 June 2026

ADATA goes global with data centers, eyes 1Q27 payoff

Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another...

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,...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook