News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Monday 23 March 2026

Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?

Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...

Monday 23 March 2026

Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026

Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...

Monday 23 March 2026

At Cheonan, Samsung is rewriting HBM's bonding playbook

Samsung Electronics is accelerating the expansion of its high-bandwidth memory (HBM) backend capacity at its Cheonan campus while preparing a transition to next-generation bonding...

Sunday 22 March 2026

Samsung union votes to strike, risking Nvidia HBM4 supply disruption

Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to...

Saturday 21 March 2026

SK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges

SK Hynix is targeting the development of autonomous semiconductor fabrication facilities by 2030 as it seeks to address rising AI-driven demand and increasing manufacturing complexity,...

Friday 20 March 2026

Memory price surge drives Transcend's 15x profit growth in January 2026

Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....

Friday 20 March 2026

Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026

Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...

Friday 20 March 2026

As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

Friday 20 March 2026

Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting

Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM),...

Friday 20 March 2026

AI tailwinds and global reach put Topco on track for double-digit growth in 2026

Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...

Thursday 19 March 2026

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Thursday 19 March 2026

Micron ramps spending as cleanroom constraints cap memory supply

Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...

Thursday 19 March 2026

AI and memory drive semiconductor output to surpass US$1 trillion in 2026

The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...

Thursday 19 March 2026

The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war

A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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