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Tuesday 17 March 2026
Samsung cautious on memory expansion amid concerns over 2028 supply glut
Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
Tuesday 17 March 2026
Alibaba forms 'Token Hub' unit to consolidate AI teams
Alibaba Group Holding is reorganizing its artificial intelligence operations, creating a new business unit to integrate its AI services and development efforts as the Chinese technology...
Tuesday 17 March 2026
AI-related impact on gaming industry goes beyond memory chip shortage
As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
Tuesday 17 March 2026
eMMC shortage sends NAND prices soaring, with further gains ahead
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
Tuesday 17 March 2026
China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness
Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain...
Tuesday 17 March 2026
Memory supply chain defies seasonality with contract price hikes in 1Q26
Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...
Tuesday 17 March 2026
SK Hynix dethrones Samsung as South Korea's most desired employer
South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects...
Tuesday 17 March 2026
Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
Tuesday 17 March 2026
Middle East conflict and Section 301 put manufacturers in a double bind
Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
Tuesday 17 March 2026
WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
Tuesday 17 March 2026
China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?
Chinese foundry Hua Hong Semiconductor is reportedly preparing a 7nm chip manufacturing process, a development that could mark a significant shift for China's second-largest contract...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
Monday 16 March 2026
Global smartphone AP industry, 4Q 2025
Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year...
Monday 16 March 2026
ByteDance pauses global launch of AI video model under copyright clash

ByteDance, the parent company of TikTok, has put the worldwide rollout of its latest AI video-generation model, Seedance 2.0, on hold...