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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    26min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    26min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    27min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    27min ago
    BOE shifting away from low-price competition
    27min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    27min ago
    NEWS TAGGED MEMORY CHIPS
    Monday 27 July 2026
    Samsung converts AMD and OpenAI ties into HBM4 supply wins

    Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships...

    Monday 27 July 2026
    Samsung to use 2nm process for HBM5 base die as heat challenge grows

    Samsung Electronics plans to manufacture the base die for its next-generation HBM5 memory using a 2nm gate-all-around foundry process,...

    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    Apacer 2Q26 profit tops full-year record on memory shortage
    Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion...
    Monday 27 July 2026
    eSSD contracts surge as AI data centers shift spending from memory to storage
    Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
    Monday 27 July 2026
    Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push
    Samsung Display's (SDC) and LG Display's (LGD) presidents told media at the K-Display 2026 show that memory-related cost pressure will persist into the second half of 2026, even as...
    Sunday 26 July 2026
    Toshiba cuts Kioxia stake as memory maker's valuation swings
    Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's...
    Saturday 25 July 2026
    SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM
    SK Group and Nvidia have announced a comprehensive partnership valued at more than $500 billion, spanning AI factory construction and next-generation memory supply, with letters of...
    Saturday 25 July 2026
    Samsung, SK, Hyundai join Jensen Huang and Korea's President Lee at San Francisco AI Summit
    South Korean President Lee Jae-myung and a delegation of the country's most powerful business leaders convened with NVIDIA founder and CEO Jensen Huang in Silicon Valley this week,...
    Saturday 25 July 2026
    Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategy
    Rapidus is treating advanced packaging as a central part of its 2nm foundry strategy, not a downstream assembly service. The Japanese chipmaker aims to connect design enablement, front-end...
    Saturday 25 July 2026
    NAND price rally enters plateau as supply stays tight despite weaker spot demand
    The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
    Saturday 25 July 2026
    Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
    Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
    Saturday 25 July 2026
    South Korea unveils AI cooperation agenda as Nvidia partnerships expand
    South Korean President Lee Jae Myung launched an AI-focused visit to Silicon Valley by announcing a "San Francisco AI Declaration" aimed at promoting international cooperation in artificial...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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