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NEWS TAGGED MEMORY CHIPS
Thursday 14 May 2026
Memory supply crunch pushes Phison to historic earnings
Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...
Thursday 14 May 2026
Samsung reportedly speeds up 3D NAND, packaging, and substrate plans
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates —...
Thursday 14 May 2026
Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and...
Thursday 14 May 2026
Etron sees DRAM rally stretching into 2027 as shortages persist
The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky...
Thursday 14 May 2026
Wieson eyes 2Q26 recovery as new businesses gain traction
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Tuesday 12 May 2026
AI drives IC price hikes, lifts China chip exports 83.7% in April
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...
Monday 11 May 2026
Transcend chair sees AI memory supercycle
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
Monday 11 May 2026
Samsung strike threat puts memory output at risk as 18-day walkout looms
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point...