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Friday 6 November 2026
YMTC targets up to 70% Chinese tools for new NAND fab
China's Yangtze Memory Technologies (YMTC) plans to source as much as 70% of the manufacturing equipment for its fourth NAND flash factory from domestic suppliers, a substantial increase...
Friday 6 November 2026
Qualcomm validates HBC memory architecture, targets AI250 samples in 1H27
Qualcomm has completed initial hardware validation of its high-bandwidth compute (HBC) memory architecture, which will form a key part of its next-generation Dragonfly data-center...
Friday 6 November 2026
Samsung speeds P5 Fab 2 construction as memory chip shortage looks to last through 2028
Samsung Electronics plans to begin structural work at its P5 Fab 2 facility in Pyeongtaek, South Korea, in January 2027, accelerating its memory capacity expansion as chip shortages...
Friday 6 November 2026
Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and...
Friday 6 November 2026
SK Hynix AI arm buys US$377 million stake in Penguin Solutions from SK Telecom
SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate...
Friday 6 November 2026
Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Friday 6 November 2026
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
Friday 6 November 2026
Macronix chairman pledges US$2 million to link NCKU with Stanford for top tech talent
Addressing Taiwan's declining birth rate and the semiconductor sector's expanding demand for elite expertise, Macronix International Chairman Miin Wu has announced plans to donate...
Friday 6 November 2026
US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities
The Democrats' sweeping victory in the November 2026 US midterm elections, securing control of both chambers of Congress, has prompted South Korean industries to reassess the implications...
Thursday 5 November 2026
Micron has paused a Taiwan cleanroom since October amid labor dispute, but keeps EUV plans
Micron has paused construction of a new cleanroom at its Fab 11E site in Taoyuan, Taiwan, since mid-October 2026, according to semiconductor supply chain sources. The company recently...
Thursday 5 November 2026
NAND prices face pressure as end demand freezes in 4Q26
Memory prices have surged for several consecutive quarters, leaving consumer applications grappling with cooling buying interest and weak demand. Kioxia has taken a more conservative...
Thursday 5 November 2026
Beijing restricts equity listings amid market slump as YMTC pauses its stock market debut
Beijing has instructed top securities firms and investment banks to pause initial public offerings and restrict large-scale share sales by major shareholders. Reporting by The...
Thursday 5 November 2026
Memory surge leaves 8GB iPad Pro behind on AI
Apple's memory requirements for its new Apple Intelligence features have sparked debate after the launch of iOS 27 and iPadOS 27, with some older or lower-spec devices excluded from...
Thursday 5 November 2026
SK Hynix leads HBM4 yield at 60%, expands DRAM supply
SK Hynix's sixth-generation high-bandwidth memory (HBM4) yield has reportedly reached the mid-60% range, the highest in the industry. Analysts say improved yield has lifted production...
Thursday 5 November 2026
Winbond approves US$2.2 billion fab expansion, seeks long-term deals with 10 customers
Winbond's board has approved approximately NT$73.1 billion (approx. US$2.23 billion) in capital spending to expand its Kaohsiung wafer fab, as the Taiwanese memory chipmaker prepares...