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Friday 17 July 2026
Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks...

Wednesday 8 July 2026
Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

Memory prices are rising faster than expected as global AI demand strains DRAM and flash supply, with knock-on effects for PCs, data...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Friday 3 July 2026
Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

Friday 3 July 2026
Kioxia begins sample shipments of 10th-generation flash memory
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply...
Tuesday 30 June 2026
Memory suppliers lock down buyers as contract prices continue surging in 2H26

Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters...

Tuesday 23 June 2026
YMTC Holdings exits XMC as state-backed Optics Valley investor takes control
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation...
Monday 22 June 2026
MW-level flash charging competition escalates as BYD, Geely, CATL compete for industry influence
In China's new energy vehicle (NEV) market, industry leader BYD introduced megawatt-level (MW) flash charging technology more than a year ago and further enhanced its fast-charging...
Thursday 18 June 2026
Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
Tuesday 26 May 2026
Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK...
Thursday 21 May 2026
OSE targets AI server SMT growth as memory demand lifts outlook
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
Tuesday 19 May 2026
AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...
Friday 15 May 2026
Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact...
Tuesday 5 May 2026
Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone
Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical...
Tuesday 28 April 2026
Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...