News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Tuesday 1 September 2026

Micron opens Tainan plant after 6.5 months amid labor dispute

Micron's plant at the Southern Taiwan Science Park, which it purchased from AUO for NT$7.4 billion (US$233.8 million) in August 2024, is now officially in operation, marking a key...

Tuesday 1 September 2026

SEMI lifts 2028 wafer fab equipment forecast to US$220 billion

SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...

Tuesday 1 September 2026

China's memory chipmakers post a record 1H — but not all of it came from chips

Nine listed Chinese memory and memory-adjacent chip companies have now filed their first-half 2026 results, and together they measure the depth of the current DRAM and NAND upcycle...

Tuesday 1 September 2026

Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race

China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle...

Tuesday 1 September 2026

Samsung locks 70% of memory output as HBM spot prices soar

Samsung Electronics has reportedly locked up as much as 70% of its memory production capacity under long-term supply agreements (LTAs), as relentless AI infrastructure demand for high...

Tuesday 1 September 2026

Commentary: CXMT's HBM3E leap gives China's AI chipmakers a new path to scale

China's leading DRAM maker CXMT has reportedly begun small-volume production of HBM3E, a step that could ease one of the most important hardware constraints on China's domestic AI...

Tuesday 1 September 2026

Samsung is said to develop 8-layer HBM4E for Nvidia's NVHBM push

Samsung Electronics is reportedly developing an 8-layer version of seventh-generation high-bandwidth memory for Nvidia, matching the chipmaker's requirements for its customized NVHBM...

Monday 31 August 2026

CXMT's global DRAM push runs into US curbs

ChangXin Memory Technologies (CXMT) is suing the Pentagon to overturn its designation as a Chinese military company as the Chinese DRAM...

Friday 28 August 2026

China memory catch-up broadens: YMTC closes in on SK Hynix NAND share, CXMT advances DRAM tech

China's memory-chip industry is narrowing parts of the technology gap with global leaders on two fronts. YMTC is approaching SK Hynix in NAND revenue share while running a more advanced...

Thursday 27 August 2026

CXMT lands early LPDDR6 opportunity with Xiaomi Xring O3, eyes China flagship phones

China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6...

Thursday 27 August 2026

Nvidia reportedly shifts HBM4 mix toward 8-high as memory supply stays tight

Nvidia has reportedly asked Samsung Electronics and SK Hynix to increase the share of 8-high products...

Wednesday 26 August 2026

Hot Chips 2026: Samsung advances LPDDR5X-PIM as HBM costs mount

At Hot Chips 2026, Samsung Electronics moved processing-in-memory (PIM) closer to practical deployment, presenting what it described as the industry's first LPDDR-based PIM device...

Tuesday 25 August 2026

Samsung pushes HBM toward logic, SK Hynix targets packaging at Hot Chips 2026

Samsung Electronics and SK Hynix outlined different areas of emphasis for overcoming the next high-bandwidth memory (HBM) bottleneck at Hot Chips 2026, with Samsung pushing more logic...

Monday 24 August 2026

Etron chair sees memory boom extending to 2028-2030

The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...

Monday 24 August 2026

Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

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