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    China humanoid robot chips shift focus from raw compute to coordination efficiency
    3h 56min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    3h 56min ago
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    3h 56min ago
    Samsung’s HBM comeback is only the beginning, exec warns
    3h 56min ago
    Commentary: AMD’s Taalas acquisition signals a shift toward ASIC-based AI inference
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    NEWS TAGGED SANDISK
    Friday 14 August 2026
    Memory supply crunch pushes long-term contracts beyond the big three
    The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
    Friday 14 August 2026
    SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

    SanDisk Corp used its August 13, 2026 investor day to detail a technology roadmap and a set of financial targets it says will carry...

    Saturday 8 August 2026
    Analysis: Memory makers hold US$38 billion that isn't theirs to keep

    Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Wednesday 5 August 2026
    Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
    Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...
    Friday 10 July 2026
    Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
    Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...
    Monday 15 June 2026
    Micron CEO turns visa rejection into US$1 trillion milestone
    Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion...
    Tuesday 19 May 2026
    AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...
    Tuesday 5 May 2026
    Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone
    Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical...
    Friday 1 May 2026
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
    Wednesday 22 April 2026
    Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
    A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
    Saturday 4 April 2026
    Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
    Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
    Wednesday 1 April 2026
    Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
    On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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