News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Tuesday 3 March 2026

Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

Tuesday 3 March 2026

DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...

Monday 2 March 2026

Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers

Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...

Monday 2 March 2026

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...

Friday 27 February 2026

Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price

Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...

Thursday 26 February 2026

Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab

Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...

Thursday 26 February 2026

Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices

Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...

Thursday 26 February 2026

Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?

All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...

Wednesday 25 February 2026

SK Hynix signals seller's market as memory prices set to climb all year

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...

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...

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

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.

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

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...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook