News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Monday 2 February 2026

Apple ramps up supplier price cuts to protect margins as costs rise

Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...

Monday 2 February 2026

Kioxia targets data center NAND as rivals chase HBM

Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...

Monday 2 February 2026

Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production

China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...

Monday 2 February 2026

Chinese panel cuts push LCD TV prices higher in February

The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...

Monday 2 February 2026

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...

Monday 2 February 2026

Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

Sunday 1 February 2026

Transsion profits halved in 2025 because of memory price increases

The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as...

Saturday 31 January 2026

Intel signals return to memory with new DRAM bonding research

In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...

Saturday 31 January 2026

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...

Friday 30 January 2026

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...

Friday 30 January 2026

DRAM price surge ripples downstream as CWE plans EMC hike

The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...

Friday 30 January 2026

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...

Friday 30 January 2026

Samsung, LG hike laptop prices as memory 'chipflation' hits

Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as...

Friday 30 January 2026

South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

Friday 30 January 2026

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment...

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Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

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