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NEWS TAGGED MEMORY CHIPS
Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Tuesday 30 June 2026
SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster...
Tuesday 30 June 2026
South Korea looks to Taiwan as model for semiconductor decentralization
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
Tuesday 30 June 2026
DRAM price surge tests South Korean memory makers' HBM4 push

Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory,...

Tuesday 30 June 2026
Commentary: Behind Micron's bet for long memory demand cycles
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
Tuesday 30 June 2026
Anthropic tops global unicorn list as China shifts to hard tech

Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries...

Monday 29 June 2026
China memory makers fuel local chip equipment push as CXMT lands Tencent deal

ChangXin Memory Technologies has signed a long-term DRAM supply agreement with Tencent Holdings valued at more than CNY20 billion (approx...

Monday 29 June 2026
Samsung chair backs Korea's southwest chip cluster, maps nationwide investment

Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex,...

Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
Samsung could become HBM market share leader in 2027
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...
Monday 29 June 2026
Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest

South Korea is pushing to establish a second national semiconductor production base in Gwangju and South Jeolla in the country's southwest,...

Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026
SK Hynix sets up new strategy unit as HBM race intensifies
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move...
Monday 29 June 2026
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

Monday 29 June 2026
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...