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NEWS TAGGED MEMORY CHIPS
Wednesday 11 February 2026
Taiwan breaks ground on 12-inch semiconductor R&D base at ITRI, backed by TSMC equipment donations
Taiwan has launched construction of a new 12-inch semiconductor pilot production platform at the Industrial Technology Research Institute (ITRI), aiming to strengthen the island's...
Wednesday 11 February 2026
Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
Wednesday 11 February 2026
Taiwan exports exceed NT$2 trillion in January, memory shortage escalates
Taiwan's Ministry of Finance (MOF) announced on February 9, 2026, that Taiwan's exports in January 2026 hit a record high, surpassing NT$2 trillion (US$63.4 billion) for the first...
Tuesday 10 February 2026
SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026
China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...
Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Tuesday 10 February 2026
Japanese election landslide puts Korean spotlight on chips, Rapidus and TSMC
Japanese Prime Minister Sanae Takaichi secured a decisive victory in the February 8, 2026, lower house election after her Liberal Democratic Party (LDP) won 316 seats, surpassing the...
Monday 9 February 2026
Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture
As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...
Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Monday 9 February 2026
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
Monday 9 February 2026
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
Samsung, SK Hynix shift to shorter memory contracts as prices surge

Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...