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Thursday 4 December 2025
Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules...

Thursday 4 December 2025
Samsung and SK Hynix align 2026 DRAM strategies
Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...
Thursday 4 December 2025
Commentary: Micron exits consumer memory market as structural chip shortage hits
Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...
Thursday 4 December 2025
IT panel makers lock prices as memory prices surge
IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory,...
Thursday 4 December 2025
Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Transcend warns memory supply tightness to last 3-5 months amid market turmoil
Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company...
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware,...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026
Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the...
Wednesday 3 December 2025
Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain
Samsung Electronics has reportedly completed the Production Readiness Approval (PRA) for its sixth-generation high-bandwidth memory (HBM), officially entering the production preparation...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...
Tuesday 2 December 2025
US rallies allies to secure AI and mineral supply chains amid rare earth crunch
The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West's push to expand rare earth magnet production runs into a worsening shortage...
Tuesday 2 December 2025
MXIC chairman wins prestigious semiconductor award, stresses product value over manufacturing
The Pan Wen Yuan Foundation announced on December 1 that MXIC chairman Miin Wu has been honored with the 19th Pan Wen Yuan Prize. The award aims to recognize lifetime achievements...
Tuesday 2 December 2025
Samsung, SK Hynix set profit-first DRAM regime
Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive...