News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Saturday 9 May 2026

Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds

Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...

Saturday 9 May 2026

Adata sees DRAM, NAND prices rise 40% in 2Q26

Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...

Friday 8 May 2026

Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race

Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...

Thursday 7 May 2026

Research Insight: AI memory boom squeezes automotive supply, driving costs higher

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...

Wednesday 6 May 2026

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...

Wednesday 6 May 2026

SoftBank, Intel target HBM limits with 9-layer memory

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...

Tuesday 5 May 2026

Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March,...

Tuesday 5 May 2026

SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

Monday 4 May 2026

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026

China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Saturday 2 May 2026

China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

Thursday 30 April 2026

Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Thursday 30 April 2026

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....

Wednesday 29 April 2026

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...

Wednesday 29 April 2026

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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