News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

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...

Thursday 19 March 2026

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

Thursday 19 March 2026

Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27

At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...

Thursday 19 March 2026

Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

Thursday 19 March 2026

Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026

Micron delivers record-breaking 2Q26 financial results driven by AI demand

Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...

Thursday 19 March 2026

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

Thursday 19 March 2026

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...

Thursday 19 March 2026

Samsung strike vote nears, DS and DX divisions clash over bonuses

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...

Thursday 19 March 2026

Samsung reportedly broadens emergency management as chipflation takes off

Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability,...

Thursday 19 March 2026

How Hwaseong became South Korea's semiconductor supply-chain capital

The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...

Wednesday 18 March 2026

The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference

The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.

Wednesday 18 March 2026

Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure

Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...

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Feb 9, 08:00

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

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