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    Is the AI boom really a bubble? Jensen Huang isn’t convinced
    2h 9min ago
    Taiwan's foundry industry remains irreplaceable with strong export growth in October 2025
    2h 9min ago
    Huawei drives Shenzhen to become China's second largest IC design hub in 2025
    2h 9min ago
    What does Wei-ren Luo wants to achieve in his return to Intel?
    2h 9min ago
    Apple increased A19 chip orders by 5 million units, prompting TSMC to adjust capacity
    2h 9min ago
    Supply chain disruption from Nexperia issue boosts chip orders for Taiwanese suppliers
    2h 9min ago
    NEWS TAGGED DRAM
    Tuesday 4 November 2025
    Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
    Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products...
    Tuesday 4 November 2025
    CXMT launches LPDDR5X to target mid-high-end mobile market
    CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting...
    Monday 3 November 2025
    Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
    Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
    Friday 31 October 2025
    China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

    Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's...

    Friday 31 October 2025
    SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
    SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...
    Thursday 30 October 2025
    Samsung 3Q25 marks the reset of the global memory hierarchy
    Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...
    Wednesday 29 October 2025
    Apple and Tesla orders fuel Samsung's recovery
    Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
    Wednesday 29 October 2025
    SK Hynix's AI hot streak: record earnings, HBM4 next
    SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...
    Wednesday 29 October 2025
    Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
    Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
    Wednesday 29 October 2025
    SK hynix Announces 3Q25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

    Tuesday 28 October 2025
    SK Hynix M15X completion expected by end of 2025
    To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...
    Tuesday 28 October 2025
    Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
    The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
    Tuesday 28 October 2025
    China's CXMT, YMTC power into AI memory super cycle
    The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
    Tuesday 28 October 2025
    HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
    As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
    Monday 27 October 2025
    Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips
    Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.
    3/24 pages
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    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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