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    Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea
    7min ago
    Yesiang begins shipping recycled filters as 2nm demand lifts AMC market
    27min ago
    Apple's Siri AI reboot stirs optimism and doubt as Google Gemini role draws attention
    41min ago
    Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns
    48min ago
    Analysis: How Nvidia turned Computex into its own annual coronation
    Jun 8, 18:46
    Taiwan suppliers race to build physical AI robot computing platforms
    Jun 8, 18:46
    Huawei developer conference spotlights AI agents as hype cools and real-world testing begins
    Jun 8, 18:46
    Tencent pursues self-developed AI chips and external partnerships in parallel
    Jun 8, 18:46
    NEWS TAGGED DRAM
    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,...
    Friday 5 June 2026
    CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert
    More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies...
    Friday 5 June 2026
    Commentary: Memory boom driven by DRAM now, but HBM will decide future
    AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
    Tuesday 2 June 2026
    Micron unveils AI memory and storage roadmap at COMPUTEX 2026
    Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor...
    Tuesday 2 June 2026
    Phison and Intel roll out aiDAPTIV to boost local AI on Intel AI PC platforms
    Phison Electronics announced a collaboration with Intel to bring aiDAPTIV memory extension technology to Intel AI PC platforms running Intel Core Ultra processors, aiming to enable...
    Tuesday 2 June 2026
    China's underwhelming holiday season shows memory hikes still weigh on consumer demand
    After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
    Saturday 30 May 2026
    Samsung tops Micron in automotive memory as AI tightens supply

    Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first...

    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
    Friday 29 May 2026
    Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
    Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
    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
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook