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    CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground
    9min ago
    Tesla's US-made LFP battery push faces China's scale advantage
    14min ago
    Anthropic expands footprint in India via major IT partnerships
    22min ago
    China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
    28min ago
    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED MEMORY CHIPS
    Friday 12 June 2026
    CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
    China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
    Friday 12 June 2026
    SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

    Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway...

    Friday 12 June 2026
    Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
    Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
    Friday 12 June 2026
    DDR4 shortage tightens as Nanya capacity fills and prices climb

    DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

    Thursday 11 June 2026
    Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade
    Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...
    Thursday 11 June 2026
    Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027
    Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers...
    Wednesday 10 June 2026
    Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
    Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
    Wednesday 10 June 2026
    WD pushes toward 100TB hard drives as AI storage demand surges
    WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
    Wednesday 10 June 2026
    Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
    Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
    Wednesday 10 June 2026
    Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
    Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight,...
    Wednesday 10 June 2026
    World Cup demand and advertising economics keep TV prices stable despite rising memory costs
    Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Tuesday 9 June 2026
    Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
    Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
    Tuesday 9 June 2026
    Adata, Macronix report record May revenue amid rising memory demand, prices
    Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
    Tuesday 9 June 2026
    SK Hynix orders Hanmi equipment for HBM4 capacity buildout
    SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook