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    China carmakers explore subscription and modular models as answer to car graveyards
    7h 25min ago
    Qualcomm shifts toward data center chips as AI demand squeezes memory supply
    7h 26min ago
    Samsung DRAM profit lead exposes a new HBM battleground
    7h 26min ago
    Chinese one-time car model draws in Taiwanese electronics and chip suppliers
    7h 26min ago
    Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
    7h 26min ago
    Win Semiconductors says GaAs and InP supply remains sufficient
    7h 27min ago
    NEWS TAGGED MEMORY CHIPS
    Thursday 30 April 2026
    Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
    Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
    Thursday 30 April 2026
    Memory crunch squeezes smartphone SoC market as Samsung gains share

    Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

    Thursday 30 April 2026
    Samsung memory buyers lock in longer deals as 2027 demand comes early

    Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Samsung Electronics' record chip profits signal strengthening AI memory supercycle
    Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
    Wednesday 29 April 2026
    Seagate leans on long-term contracts as storage demand stabilizes
    Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
    Wednesday 29 April 2026
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
    Wednesday 29 April 2026
    Seagate tops estimates, raises outlook on cloud, AI demand
    Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
    Wednesday 29 April 2026
    Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
    Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
    Wednesday 29 April 2026
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
    Wednesday 29 April 2026
    Taiwan logs record chip exports, AI demand outpaces geopolitical risk
    As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...
    Wednesday 29 April 2026
    Adata reports soaring earnings on strong memory demand

    A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of...

    Wednesday 29 April 2026
    Memory test capacity stays high as substrate prices may rise in 2Q26
    The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
    Tuesday 28 April 2026
    Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
    Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
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    TechForum0520
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook