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Friday 1 May 2026
AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Friday 1 May 2026
Macronix eyes steady growth from 1Q26 amid eMMC supply gap
Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...
Friday 1 May 2026
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
Friday 1 May 2026
SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
Thursday 30 April 2026
Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026
Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Thursday 30 April 2026
UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
Thursday 30 April 2026
Samsung Electronics' record chip profits signal strengthening AI memory supercycle
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
Wednesday 29 April 2026
Seagate leans on long-term contracts as storage demand stabilizes
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
Wednesday 29 April 2026
Seagate sees agentic AI beginning to lift HDD demand
Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
Wednesday 29 April 2026
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
Wednesday 29 April 2026
Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
Wednesday 29 April 2026
Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
Wednesday 29 April 2026
AI server demand locks up memory supply through 2027, prices seen holding firm
Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...