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NEWS TAGGED MEMORY CHIPS
Thursday 23 October 2025
Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up
Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook...
Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...
Wednesday 22 October 2025
China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up...

Wednesday 22 October 2025
PSMC narrows loss despite memory market tightness and cautious IT demand
Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins,...
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
Tuesday 21 October 2025
Samsung's HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests
Samsung Electronics is preparing to enter the final quality testing phase for Nvidia's sixth-generation high-bandwidth memory (HBM4), as its foundry division ramps up wafer production...
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after...
Tuesday 21 October 2025
Micron lures Korean engineers to Taiwan with premium salaries
The world's third-largest memory manufacturer, Micron Technology, is reportedly recruiting Korean engineers to work in Taiwan. Sources indicate that Micron's hiring targets engineers...
Tuesday 21 October 2025
Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%
Samsung Electronics has boosted its sixth-generation 1c DRAM yield to nearly 80%, enhancing its HBM4 competitiveness. Production is ramping up at the Pyeongtaek plant, with tests...
Tuesday 21 October 2025
Column: Advanced packaging's standardization challenge

While advanced packaging technologies first gained traction in high-end smartphones, it was the supply crunch of AI chips in 2023 that...

Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Monday 20 October 2025
Winbond chairman says memory supply-demand will rebalance in 2-3 years
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Monday 20 October 2025
Winbond eyes record revenue of NT$100B in 2026 amid memory market rebound
Memory giant Winbond aims to surpass the NT$100 billion (US$3.3 billion) mark in 2026 for consolidated revenue. President Pei-Ming Chen said the memory market has emerged from a downturn,...
Monday 20 October 2025
Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...