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    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    7min ago
    L&F Plus ships trial samples from South Korea’s first LFP cathode line
    20min ago
    China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks
    29min ago
    Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
    39min ago
    CXMT listing fuels concerns over DRAM prices and global memory competition
    39min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    Aug 3, 18:57
    NEWS TAGGED NAND
    Tuesday 4 August 2026
    SK hynix Unveils First HBF Standard Specifications with Sandisk

    SK hynix Inc. (or "the company", www.skhynix.com) announced today in collaboration with Sandisk that it has unveiled the first standard specifications for High Bandwidth...

    Tuesday 4 August 2026
    YMTC rejects patent-loss claims in global 3D NAND clash with Micron
    Yangtze Memory Technologies Corp. (YMTC) has rejected claims that the US Patent and Trademark Office (USPTO) invalidated all 19 claims of a core 3D NAND patent, calling the reports...
    Monday 3 August 2026
    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Samsung boosts Hwaseong DRAM capacity as it converts older NAND lines
    Samsung Electronics completed the shutdown and equipment transfer of an older NAND flash wafer fab at its Hwaseong campus in South Korea and is expanding DRAM production at the site...
    Thursday 30 July 2026
    Samsung signs five-year memory deals as chip shortage stretches to 2028
    Samsung Electronics has signed five-year memory supply agreements with five leading global data center customers and is in the final stages of talks with five more, tying a growing...
    Thursday 30 July 2026
    Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand
    Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic...
    Thursday 30 July 2026
    Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

    Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026, the company said...

    Thursday 30 July 2026
    Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

    Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

    Wednesday 29 July 2026
    SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
    SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    Wednesday 29 July 2026
    Powertech posts record second-quarter revenue and targets a 2026 sales high
    Powertech Technology reported second-quarter 2026 revenue of NT$23.116 billion, up 8.5% from the previous quarter and 28% from a year earlier. The Taiwan-based memory and testing provider...
    Tuesday 28 July 2026
    Memory module maker Apacer warns 2027 DRAM supply could fall 70%
    Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
    Saturday 25 July 2026
    NAND price rally enters plateau as supply stays tight despite weaker spot demand
    The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
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    Research Report Database
    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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