CONNECT WITH US
NEWS TAGGED MEMORY CHIPS
Tuesday 24 February 2026
AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026
Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
Tuesday 24 February 2026
Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders
Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...
Tuesday 24 February 2026
Memory chip shortage will last until mid-2026, says Acer CEO
Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
Monday 23 February 2026
Lenovo hits North American partners with price increases driven by memory shortage
Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...
Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
Monday 23 February 2026
Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty
Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.
Monday 23 February 2026
PSMC shifts beyond mature nodes to power next wave of AI memory innovation
Powerchip Semiconductor Manufacturing Corp. (PSMC) is emerging as a central manufacturing partner in a new initiative to develop next-generation AI memory, marking a strategic shift...
Monday 23 February 2026
Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic...
Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
Thursday 19 February 2026
MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier
The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.
Thursday 19 February 2026
DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
Wednesday 18 February 2026
Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Wednesday 18 February 2026
Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...