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Aug 6
DRAM price surge lifts Samsung and Micron as SK Hynix loses share
Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed the expansion of its traditional DRAM business despite its leadership in HBM.

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the AI infrastructure race is expanding beyond GPUs and memory into the optical components needed to connect increasingly dense data-center clusters.

The government-organized 2026 Taiwan Innotech Expo (TIE) will open in Taipei on September 17, with the National Science and Technology Council's (NSTC) Future Tech Pavilion set to showcase the latest research achievements that are ready for proof-of-concept validation and technology licensing. This year's exhibition will spotlight six priority areas: AI applications, semiconductors, precision health, space technology, disaster prevention technology, and net-zero technology.

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive electronics fuels one of the industry's strongest growth cycles, with domestic materials suppliers moving quickly to capture opportunities created by tightening global supply.

Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications of even the AI chip leader's most advanced products. The potential redesign could force cloud providers and AI developers to reconsider how many GPUs they need for large models, while handing memory suppliers greater leverage over the economics of the 2027 AI infrastructure build-out.
Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous month, with operating performance remaining at a high level.

AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications.

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures aimed at lifting domestic production. The proclamation reflects a broader effort to reduce the US's reliance on foreign supply for solar manufacturing, semiconductors, and other advanced technologies.

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.

Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying handset makers risk losses if they continue selling devices at previous price levels.
Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European Union's digital regulation path.
Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream suppliers had warned that supply in 2027 could be even tighter than in 2026, keeping price increases in place for an extended period.