News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...

Thursday 5 February 2026

Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

Thursday 5 February 2026

Adata sees January revenue nearly triple, as memory prices hold in 2026

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...

Thursday 5 February 2026

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...

Thursday 5 February 2026

Networking equipment makers seek new businesses as they unlikely to avoid margin pressure

The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...

Thursday 5 February 2026

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...

Wednesday 4 February 2026

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...

Wednesday 4 February 2026

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...

Wednesday 4 February 2026

Samsung, SK Hynix move into HBM4 as yields and policy risks loom

Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...

Wednesday 4 February 2026

AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities

Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...

Wednesday 4 February 2026

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...

Wednesday 4 February 2026

Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch

Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...

Wednesday 4 February 2026

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...

Wednesday 4 February 2026

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...

Wednesday 4 February 2026

Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook