News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Thursday 23 April 2026

Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets

A former researcher at Samsung Electronics was sentenced to seven years in prison on April 22 by a South Korean court for leaking core semiconductor trade secrets to a Chinese competitor...

Thursday 23 April 2026

SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026

Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges

As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...

Thursday 23 April 2026

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...

Wednesday 22 April 2026

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...

Wednesday 22 April 2026

Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan

Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product...

Wednesday 22 April 2026

Powerchip returns to profitability in 1Q26 following fab sale to Micron

Powerchip Semiconductor Manufacturing (PSMC) reported revenue of NT$13.57 billion (approx. US$432 million) in the first quarter of 2026, up 6% from the previous quarter and 22% year...

Wednesday 22 April 2026

CXMT fills LPDDR4X gap as non-China CSPs seek capacity

Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...

Wednesday 22 April 2026

CXMT HBM3 timeline slips, mass production unlikely in 2026

China's leading memory chipmaker ChangXin Memory Technologies (CXMT) is facing fresh uncertainty over the commercialization timeline of its fourth-generation high bandwidth memory...

Tuesday 21 April 2026

Samsung plans NAND expansion at P5 on AI-driven price gains

Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...

Tuesday 21 April 2026

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...

Tuesday 21 April 2026

Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...

Tuesday 21 April 2026

China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up

GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...

Monday 20 April 2026

Chinese conglomerate makes entry into memory sector as AI drive structural shift

On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...

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