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    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
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    NEWS TAGGED DRAM
    Wednesday 27 May 2026
    From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
    First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026
    Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Tuesday 26 May 2026
    Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026
    Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices...
    Monday 25 May 2026
    Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
    Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products...
    Monday 25 May 2026
    Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
    Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply...
    Sunday 24 May 2026
    Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply
    Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced...
    Saturday 23 May 2026
    CXMT IPO puts China's DRAM supply-chain push in focus

    CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight...

    Friday 22 May 2026
    AI memory crunch pushes Nanya Technology toward 2027 fab ramp

    Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Thursday 21 May 2026
    SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push
    SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the...
    Thursday 21 May 2026
    Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

    China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

    Thursday 21 May 2026
    Samsung labor dispute adds pressure to memory chip market
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
    Wednesday 20 May 2026
    China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
    China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook