News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Monday 6 July 2026

AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

Monday 6 July 2026

ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing

Elite Semiconductor Microelectronics Technology (ESMT), a memory IC design house, posted record monthly consolidated revenue of NT$4.85 billion (approx. US$152 million) in June 2026,...

Sunday 5 July 2026

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...

Saturday 4 July 2026

Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock

South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened...

Friday 3 July 2026

Apple plans five iPhone launches to capture market share amid component shortages

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production...

Friday 3 July 2026

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

Friday 3 July 2026

South Korea bets on southwest semiconductor cluster, but key hurdles remain

South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces,...

Friday 3 July 2026

Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials...

Friday 3 July 2026

SK Hynix puts US$64 billion into Cheongju chip buildout

SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening...

Friday 3 July 2026

Kioxia begins sample shipments of 10th-generation flash memory

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply...

Friday 3 July 2026

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening...

Friday 3 July 2026

Apple's iPhone slips in China as local brands hold off challenge

Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory...

Thursday 2 July 2026

Analysis: How long can memory's AI-driven boom last?

The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...

Thursday 2 July 2026

Micron and GM strike long-term memory supply deal for vehicles

Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores...

Thursday 2 July 2026

Memory price relief for PC brands is expected to be temporary

Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook