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Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth...
Tuesday 9 June 2026
AI supply chain shortages shift from chips to equipment
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
Tuesday 9 June 2026
AI demand is turning memory chips into rationed assets, Morgan Stanley says
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
Tuesday 9 June 2026
Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue...
Monday 8 June 2026
CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...
Monday 8 June 2026
Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
Monday 8 June 2026
Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman...
Sunday 7 June 2026
Zhen Ding posts strongest May revenue as server optical module shipments surge
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company...
Sunday 7 June 2026
Transcend says Samsung DDR4 supply secured through 2027 as memory prices rise

Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and...

Sunday 7 June 2026
ADATA goes global with data centers, eyes 1Q27 payoff
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another...
Saturday 6 June 2026
Phison shifts to system AI solutions with 2027 memory crunch looming
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven...
Saturday 6 June 2026
AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

Saturday 6 June 2026
Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate...
Friday 5 June 2026
Samsung's biggest union loses majority status after bonus talks
Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority...
Friday 5 June 2026
FADU wins new contracts as AI workloads reshape data storage
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture...