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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    Feb 5, 18:39
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    Feb 5, 18:38
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    Feb 5, 18:38
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    Feb 5, 18:38
    South Korea aims to lead global quantum chip manufacturing by 2035
    Feb 5, 18:38
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    Feb 5, 18:38
    NEWS TAGGED NAND
    Wednesday 4 February 2026
    AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities
    Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
    China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

    Friday 30 January 2026
    Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end
    Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...
    Friday 30 January 2026
    South Korea NAND flash gains strategic role in next-gen AI infrastructure

    With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

    Thursday 29 January 2026
    AI boom threatens global chip supply, automakers warned

    The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

    Wednesday 28 January 2026
    Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
    Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
    Wednesday 28 January 2026
    Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
    Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
    Wednesday 28 January 2026
    Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026
    NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...
    Tuesday 27 January 2026
    Micron breaks ground on US$24 billion advanced NAND fab in Singapore
    Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
    Monday 26 January 2026
    Samsung reportedly plans to more than double 1Q26 NAND flash prices
    Samsung Electronics is reportedly set to raise NAND Flash prices by more than twofold in the first quarter of 2026, amid tightening supply and surging demand driven by the expansion...
    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...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook