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    Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
    13min ago
    Australia orders six China-linked investors to divest 17% stake in Northern Minerals
    31min ago
    Googlebook fuels AI PC momentum as chipmakers join the race
    May 18, 19:08
    Memory price hikes weigh on OLED shipments in 1Q26
    May 18, 19:08
    Analysis: CXMT’s profit surge reflects tighter ties with China’s local wafer fabs
    May 18, 19:08
    Mexico expands tariffs on non-FTA imports, but Taiwan auto parts makers see limited impact
    May 18, 19:08
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption
    May 18, 19:08
    SpaceX IPO progress lifts Taiwan LEO supply chain, but capacity pressure emerges
    May 18, 19:08
    NEWS TAGGED DRAM
    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Thursday 16 April 2026
    ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
    The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
    Wednesday 15 April 2026
    YMTC to more than double capacity with new fabs amid China chip push
    Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its...
    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
    Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...
    Tuesday 14 April 2026
    Samsung begins P4 equipment orders as 1c DRAM investment enters execution

    Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
    Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
    Tuesday 14 April 2026
    Samsung Foundry advances space semiconductor chip and technology development
    As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...
    Tuesday 14 April 2026
    DDR5 dethrones HBM as memory's top profit engine
    The AI boom has reshuffled memory industry priorities. DDR5 modules have overtaken high-bandwidth memory (HBM) as the primary profit source for manufacturers — a reversal few...
    Monday 13 April 2026
    Qualcomm moves into custom DRAM with CXMT for smartphones
    Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
    Monday 13 April 2026
    AI memory crunch revives DDR3 in PC market
    AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices high enough to revive...
    Friday 10 April 2026
    SK Hynix M15X reportedly ramps early production
    SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
    Friday 10 April 2026
    CXMT targets 12-layer HBM production by 2027, closing gap with Korea
    China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
    Thursday 9 April 2026
    Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

    Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook