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    Why Shanghai is becoming China’s center for lithography
    7h 1min ago
    Beijing’s AI hub takes shape as Moonshot and Z.ai vie for talent and capital
    7h 1min ago
    Beyond compute: how memory and storage became the next contested field of automotive semiconductors
    7h 2min ago
    German joint ventures in China fell below 50% utilization as car market restructuring intensified
    7h 2min ago
    Research Insight: What CXMT IPO signals amid DRAM industry shift
    7h 2min ago
    NEWS TAGGED NAND
    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,...
    Wednesday 22 July 2026
    Samsung disputes report of V10 NAND shipments to Nvidia
    Samsung Electronics has disputed a report that it had begun supplying its 10th-generation V-NAND to Nvidia and was preparing to expand production ahead of the US chipmaker's CMX storage...
    Tuesday 21 July 2026
    Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers
    Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...
    Tuesday 21 July 2026
    Samsung could overtake SK Hynix in the HBM market by 2027
    Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Thursday 16 July 2026
    AI demand-driven memory crunch leaves smart cars exposed

    AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

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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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