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NEWS TAGGED MEMORY CHIPS
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...
Friday 9 January 2026
Largan faces challenges as memory price impacts spread
Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
Friday 9 January 2026
Tight memory supply to push smartphone prices higher in early 2026
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...
Friday 9 January 2026
Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
Friday 9 January 2026
CSP deals tighten memory supply as 1Q26 prices surge
Memory prices are accelerating again as cloud service providers move to secure supply, pushing costs higher across servers, PCs, and consumer electronics. Tight capacity, fueled by...
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...

Thursday 8 January 2026
AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
Thursday 8 January 2026
CES 2026: Nvidia CEO reveals three key investment directions
Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO...
Thursday 8 January 2026
Micron to break ground on largest US memory chip facility
On January 7, 2026, Micron Technology announced that it will officially begin construction on its megafab in Onondaga County, New York, on January 16, 2026. The project, which followed...
Thursday 8 January 2026
CES 2026: Taiwan researchers showcase neuromorphic chip breakthroughs
To overcome AI's limits, a bridge must be built between computer science and biology, according to Kea-Tiong Tang, a professor from Taiwan's National Tsing Hua University (NTHU) and...
Thursday 8 January 2026
DRAM prices spike; stockpiling returns under AI-driven supply strain
As 2026 begins, the global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the...
Thursday 8 January 2026
Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center...
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
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
CES 2026: PC brands push new launches amid memory crunch
Facing the memory shortage, PC companies are aggressively promoting new models at the Consumer Electronics Show (CES), hoping to regain momentum. Acer rolled out multiple new series,...