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    Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
    1min ago
    Taiwan unveils full scope of Ten Major AI Infrastructure Projects to build nationwide smart living ecosystem
    2min ago
    Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
    7min ago
    TSMC retains pricing power using Apple and AI dual structure
    12min ago
    Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
    19min ago
    TSMC's 4Q25 revenue surges 20.5% on advanced process demand
    35min ago
    NEWS TAGGED NAND
    Wednesday 14 January 2026
    SK Hynix reportedly trims consumer memory, shifts focus to servers

    Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

    Wednesday 14 January 2026
    CXMT launches US$4bn bid to break DRAM market control
    Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
    Monday 12 January 2026
    Samsung reclaims top spot in global DRAM market with record quarterly revenue
    Samsung Electronics has reclaimed its position as the world's leading DRAM supplier in the fourth quarter of 2025, reporting record revenue of KRW27.7 trillion (US$19.2 billion) in...
    Monday 12 January 2026
    NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026
    As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...
    Friday 9 January 2026
    Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
    SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
    Thursday 8 January 2026
    AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
    The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
    Thursday 8 January 2026
    Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
    Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center...
    Wednesday 7 January 2026
    Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
    Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Friday 2 January 2026
    Memory shortages to persist through 2026 as AI server demand surges

    Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

    Friday 2 January 2026
    SanDisk, Micron vie for PSMC's Tongluo fab capacity
    Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo, Taiwan...
    Wednesday 31 December 2025
    YMTC goes full speed toward HBF next
    Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...
    Wednesday 31 December 2025
    YMTC pushes for equipment localization despite elusive profitability
    As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...
    Tuesday 30 December 2025
    DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
    Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
    Friday 12 December 2025
    Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

    Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook