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Friday 23 January 2026
Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Friday 23 January 2026
RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike
Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits...
Friday 23 January 2026
HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Friday 23 January 2026
NAND shortages help Phison to enter US server supply chain
Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...
Thursday 22 January 2026
Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Thursday 22 January 2026
PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026
Nanya expects memory shortage through 1H27 amid surging demand
Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
Thursday 22 January 2026
Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Wednesday 21 January 2026
Samsung reportedly exploring ASMPT for TCB supply
Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...
Wednesday 21 January 2026
Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
Wednesday 21 January 2026
Google Chromebook aims for steady 2026 shipments despite memory supply challenges
Supply chain sources report that Chromebook shipments have stabilized under Google's support. Despite facing a memory market turmoil, Google has set a full-year shipment target of...
Wednesday 21 January 2026
China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
Wednesday 21 January 2026
A 100% tariff threat puts Taiwan’s memory makers on notice
US secretary of commerce Howard Lutnick recently announced that memory manufacturers not producing in the US could face tariffs of up to 100%. In addition to naming major South Korean...
Wednesday 21 January 2026
China races to catch up with memory chip leaders in LPDDR6
China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...