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NEWS TAGGED MEMORY CHIPS
Wednesday 16 September 2026
Charts: Memory has held six of the ten fastest-growing spots in Taiwan's chip sector for seven straight months

Of the 94 listed Taiwanese semiconductor companies DIGITIMES tracks, 80 grew year-over-year in August 2026 and 14 declined. Median year-over-year...

Wednesday 16 September 2026
DIGITIMES Insight: Intel may lack a price edge over TSMC on SK Hynix HBM base dies

SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with...

Tuesday 15 September 2026
Astera Labs targets the KV cache bottleneck as agentic AI outgrows GPU memory
Astera Labs has added three products to its Leo memory controller line, aimed at a problem that arises as AI inference shifts from single queries to agents that run continuous loops:...
Tuesday 15 September 2026
High-capacity memory shortages worsen: Team Group reveals edge AI strategy amid rising price pressures

As memory shortages worsen, Team Group is aggressively deepening its footprint in the industrial control market. Vice general manager...

Tuesday 15 September 2026
Micron's record Taiwan payout fails to end union demand for 15% of profits
Micron Technology's Taiwan union is pressing for a permanent profit-sharing formula despite the US memory chipmaker announcing its largest employee rewards package to date, leaving...
Tuesday 15 September 2026
DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
Tuesday 15 September 2026
China elevates HBM and HBF in five-year plan, opening a new front in AI memory
China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have jointly released the 15th Five-Year Plan for the Development...
Tuesday 15 September 2026
Samsung's Cheonan plant reallocates packaging capacity from Exynos to HBM
Samsung Electronics is accelerating the restructuring of its semiconductor packaging footprint. Its Cheonan facility is gradually phasing out packaging operations for the Exynos mobile...
Tuesday 15 September 2026
Global semiconductor revenue hits record US$425B in 2Q26
Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
Tuesday 15 September 2026
Samsung, SK Hynix diverge on cell design for sub-10nm DRAM in 2028

Samsung Electronics and SK Hynix are preparing to move DRAM below the 10nm threshold in 2028, with the two memory makers pursuing different...

Tuesday 15 September 2026
Memory makers tighten supply as DRAM price rally extends into 2027

As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Tuesday 15 September 2026
CXMT rides AI boom to 80% operating margin

China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

Monday 14 September 2026
Kokusai Electric gains from Hitachi split as AI memory demand surges
Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
Monday 14 September 2026
Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...