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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    4h 59min ago
    Memory price surge intensifies NB shortage through 2026
    4h 59min ago
    Commentary: What's the real game behind Arm's chip venture?
    4h 59min ago
    Chinese automakers face challenges in Mexico despite initial success
    4h 59min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    4h 59min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    4h 59min ago
    NEWS TAGGED MEMORY CHIPS
    Wednesday 1 April 2026
    South Korean chipmakers stockpile helium, diversify supply beyond Qatar
    South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government...
    Wednesday 1 April 2026
    Micron reportedly developing stacked GDDR to address shifting AI memory demand

    Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to...

    Wednesday 1 April 2026
    Rising memory costs and AI demand set to shrink PC shipments
    A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the...
    Wednesday 1 April 2026
    India to account for 10% of Micron's capacity, says official
    India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to...
    Wednesday 1 April 2026
    China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

    As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

    Wednesday 1 April 2026
    Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
    Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...
    Wednesday 1 April 2026
    Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
    On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    Memory chip shortage drives surge in China's used phone chip market
    The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...
    Tuesday 31 March 2026
    Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook
    Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software,...
    Tuesday 31 March 2026
    Memory shortage persists as AI-era supply-demand imbalance deepens
    Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
    Tuesday 31 March 2026
    Samsung faces 17,700-worker strike as DS division talks collapse
    Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without...
    Tuesday 31 March 2026
    Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
    Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Samsung reportedly shifts Xi'an plant to 236-layer NAND

    Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook