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    Samsung device business swings to loss in 2Q26 as memory boom drives up component costs
    1min ago
    Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
    5min ago
    Qualcomm's push into data centers and cars signals a broader shift in chip strategy
    8min ago
    Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade
    22min ago
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028
    23min ago
    Qualcomm completes Modular acquisition to expand AI software platform
    26min ago
    Marvell plans US$250 million India investment to expand semiconductor R&D
    29min ago
    Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
    29min ago
    US seen tolerating high memory prices to preserve AI edge over China
    Jul 29, 17:06
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    Jul 29, 17:03
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    Jul 29, 17:03
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    Jul 29, 17:03
    NEWS TAGGED DRAM
    Thursday 30 July 2026
    Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

    Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

    Wednesday 29 July 2026
    SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
    SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
    Wednesday 29 July 2026
    Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile market
    Samsung Electronics is considering using low-cost Chinese mobile DRAM in smartphones sold in China as it looks to cut manufacturing costs and expand its presence in the country's budget...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    Wednesday 29 July 2026
    SK Hynix sees record-breaking 2Q on surging AI demand

    SK Hynix has announced its financial results for the second quarter of fiscal year 2026, reporting unprecedented growth in revenue...

    Wednesday 29 July 2026
    Adata profit surges tenfold on memory shortages and AI demand

    Adata Technology posted record second-quarter results in 2026, as rising memory prices, aggressive procurement and tighter inventory...

    Wednesday 29 July 2026
    Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain
    AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK...
    Tuesday 28 July 2026
    CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

    AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

    Tuesday 28 July 2026
    Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
    Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
    Tuesday 28 July 2026
    SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

    AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise...

    Tuesday 28 July 2026
    Memory module maker Apacer warns 2027 DRAM supply could fall 70%
    Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Friday 24 July 2026
    SK Hynix seeks US engineers for 3D stacked DRAM push

    SK Hynix is recruiting engineers in San Jose to co-design 3D stacked DRAM-on-logic with US customers, extending its custom memory strategy...

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    Research Report Database
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    Jun 1, 08:00
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    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 MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul