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    AI demand driven structural chip shortage threatens auto industry
    11h 12min ago
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    11h 12min ago
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    11h 12min ago
    Samsung foundry to see turnaround as Chinese clients return in 2026
    11h 14min ago
    Analysis: Chip inflation is a major supply chain risk in 2026
    Jan 28, 15:55
    China's AI path: Looking back at DeepSeek's one year anniversary
    Jan 28, 15:55
    NEWS TAGGED HBM4
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
    Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
    Monday 26 January 2026
    Samsung expected to start HBM4 shipments to Nvidia, AMD in February
    Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
    Monday 19 January 2026
    Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
    With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
    Thursday 15 January 2026
    South Korea's memory chip giants pivot back to capacity expansion

    As the global memory market enters a prolonged upcycle, South Korea's two leading memory chipmakers, Samsung Electronics and SK Hynix,...

    Thursday 15 January 2026
    Samsung reportedly files new HBM trademarks as HBM4 advances
    Samsung Electronics has reportedly filed a series of new trademarks related to high bandwidth memory as it advances preparations for its sixth-generation HBM4 products.
    Monday 12 January 2026
    Samsung reclaims top spot in global DRAM market with record quarterly revenue
    Samsung Electronics has reclaimed its position as the world's leading DRAM supplier in the fourth quarter of 2025, reporting record revenue of KRW27.7 trillion (US$19.2 billion) in...
    Monday 12 January 2026
    Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion
    Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.
    Sunday 11 January 2026
    CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs
    Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company...
    Friday 9 January 2026
    Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny
    Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered...
    Thursday 8 January 2026
    CES 2026: Nvidia and Samsung signal possible talks on next-generation memory

    During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition...

    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Wednesday 7 January 2026
    Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
    Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
    Tuesday 6 January 2026
    Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
    Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...
    Tuesday 6 January 2026
    SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

    SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the...

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    aiexpo2026
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook