News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Thursday 19 February 2026

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...

Wednesday 18 February 2026

Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Wednesday 18 February 2026

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Tuesday 17 February 2026

Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay

A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...

Monday 16 February 2026

RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

The global memory industry is facing its most severe supply crunch in more than a decade. DRAM and NAND prices are rising at record speed,...

Monday 16 February 2026

Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

Sunday 15 February 2026

CXMT races to scale up as yield gaps and export curbs bite

CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...

Friday 13 February 2026

Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27

Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...

Friday 13 February 2026

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...

Friday 13 February 2026

Applied beats as AI chip spending nears $1tn tipping point

On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...

Friday 13 February 2026

Why Applied says the AI boom is real—just waiting for more cleanrooms

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...

Friday 13 February 2026

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Thursday 12 February 2026

Micron begins high-volume HBM4 shipments as supply stays tight and capex rises

Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...

Tuesday 10 February 2026

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

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