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    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    NEWS TAGGED MEMORY CHIPS
    Wednesday 20 May 2026
    Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
    Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
    Wednesday 20 May 2026
    Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
    The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
    Wednesday 20 May 2026
    Samsung strike set to begin after last-ditch talks fail

    Samsung Electronics' largest labor union plans for 48,000 workers to walk off the job on May 21 after last-ditch government-mediated...

    Wednesday 20 May 2026
    Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
    South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
    Wednesday 20 May 2026
    CXMT profit surge shows limits of China's DRAM push
    ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
    Tuesday 19 May 2026
    Rising memory costs hit China's OLED suppliers harder than Korean rivals
    Rising memory prices are squeezing the smartphone OLED panel market. Chinese suppliers are feeling it more than their Korean rivals, as handset makers scale back production plans.
    Tuesday 19 May 2026
    Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
    ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
    Tuesday 19 May 2026
    Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
    A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
    Tuesday 19 May 2026
    SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...
    Monday 18 May 2026
    SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

    SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

    Monday 18 May 2026
    Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up
    Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...
    Monday 18 May 2026
    Huawei, Apple, and Xiaomi battle for market share with deep discounts
    Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
    Monday 18 May 2026
    South Korean court bars factory occupations and orders safety work during planned Samsung strike
    A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration...
    Monday 18 May 2026
    Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
    Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
    Monday 18 May 2026
    Analysis: Memory crunch opens IPO window for China’s CXMT
    China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook