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Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Monday 17 August 2026
Samsung weighs Giheung R&D line for 2nm HBM foundry capacity

Samsung Electronics is reportedly considering repurposing the second line at its next-generation semiconductor R&D complex in Giheung...

Monday 17 August 2026
Apple faces US pressure over potential Chinese memory chip sourcing
The Trump administration is pressing Apple to find alternatives to Chinese memory suppliers as the company weighs ways to navigate a global memory shortage that has sharply increased...
Monday 17 August 2026
Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts
This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...
Monday 17 August 2026
Sigurd tops NT$2B in July revenue as AI testing demand surges
Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said...
Sunday 16 August 2026
Samsung, SK Hynix HBM4 hiring war drains South Korea's chip design talent
South Korea's semiconductor talent shortage is intensifying as Samsung Electronics and SK Hynix recruit experienced chip designers for increasingly complex HBM4 products, drawing key...
Saturday 15 August 2026
Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called...

Saturday 15 August 2026
Tripod posts record second-quarter margins on strong server and memory demand
Tripod Technology said revenue and profit both hit record highs in the second quarter of 2026, driven by strong shipments of server and memory products and the continued effect of...
Friday 14 August 2026
Memory supply crunch pushes long-term contracts beyond the big three
The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
Friday 14 August 2026
SK hynix scouts US memory fab sites as customers seek local supply
SK hynix has spent more than a month studying potential locations in the US and other regions for a front-end memory fab, as American customers press the company to expand wafer production...
Friday 14 August 2026
South Korea chip cluster could expand to nine fabs as SK plans new investment
South Korea's planned southwestern semiconductor cluster could eventually expand from four fabs to as many as nine as the government accelerates land, power, and infrastructure work...
Friday 14 August 2026
South Korea's memory-chip exports surge 277% as system chips slip

South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over...

Friday 14 August 2026
SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

SanDisk Corp used its August 13, 2026 investor day to detail a technology roadmap and a set of financial targets it says will carry...

Friday 14 August 2026
Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM
Samsung Electronics may move part of the general-purpose DRAM and NAND packaging and testing now handled at its Cheonan and Onyang sites in South Korea to Vietnam, potentially freeing...