Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
DRAM manufacturer Nanya Technology reported consolidated revenue of NT$46.476 billion (US$1.42 billion) in October 2026, up 3.07% from September and 487.73% year-over-year. Driven...
SK Hynix's plans for a US$45 billion NAND investment in New York face a regulatory hurdle as Washington holds back approval for American chipmaking equipment needed at the company's...
Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
Macronix (MXIC) chairman Miin Wu said the memory shortage will continue through 2030, with prices unlikely to weaken from current levels as production capacity becomes a scarce resource...
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
A Japanese electronics distributor has stopped accepting new customers because it cannot fully supply its existing ones, Nikkei reported, as demand from AI data centers tightens...
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
Micron Technology and China's CXMT have taken sharply different approaches to next-generation DRAM scaling, exposing a divide over the commercial viability of 4F-squared memory-cell...
Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
