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    NEWS TAGGED MEMORY CHIPS
    Friday 10 April 2026
    Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

    As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

    Friday 10 April 2026
    CXMT targets 12-layer HBM production by 2027, closing gap with Korea
    China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
    Thursday 9 April 2026
    Memory shortage persists, ASPs surge up to fivefold, says module maker chief
    Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
    Thursday 9 April 2026
    Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

    Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

    Thursday 9 April 2026
    Samsung P4 fab nears completion, expanding 1c DRAM capacity
    Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Thursday 9 April 2026
    CXMT IPO delay eases DRAM supply risks, supports pricing cycle
    China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Thursday 9 April 2026
    Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
    The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
    Thursday 9 April 2026
    Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
    Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
    Thursday 9 April 2026
    Apple hit by Mac shipping delays as DRAM shortage intensifies
    Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
    Thursday 9 April 2026
    French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks
    French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push...
    Thursday 9 April 2026
    Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

    Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile...

    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook