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    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED DRAM
    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,...

    Friday 5 June 2026
    Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

    Introduction

    Friday 5 June 2026
    HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI
    Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...
    1/37 pages
    Research Report Database
    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