Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion (US$3.6 billion to US$7.2 billion) ahead of a potential Nasdaq listing, a move that could establish a standalone valuation for the business and give it greater financial independence as enterprise storage demand strengthens.

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.

Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped and demand stayed exceptionally strong. The results suggest the memory maker is benefiting from a sharp supply squeeze that could keep pricing elevated into the second half of 2026 and beyond.

AI memory startup NEO Semiconductor has unveiled X-SRAM, a new architecture designed to address the difficulty of scaling conventional SRAM at advanced logic process nodes.

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.

Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle years of litigation and renew a commercial relationship covering server memory, high-bandwidth memory (HBM), product supply, and technology cooperation.

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July revenue jumped 40% from June to a monthly record, extending an explosive second-quarter 2026 performance. The company said higher product prices and tighter supply-demand conditions are driving the surge, and it expects the extreme capacity crunch to continue, with the second half of the year likely to outperform the first half.

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired. The two Korean chipmakers now hold stronger, not weaker, negotiating power over DRAM supply, according to South Korean and Chinese trade press.

China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung Electronics, SK Hynix and Micron that once spanned years.