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Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the "capacity and experience" to navigate the sharp rise in memory prices.
Monday 24 November 2025
DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push into high-end server and AI-focused DRAM. The chips reach 8000Mbps and 24Gb per die, placing CXMT firmly among top-tier global DRAM suppliers.

Monday 24 November 2025
Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand
Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging demand for general-purpose DRAM used in AI servers and data centers.
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026. Market researchers warn that the move to reduce power consumption may strain global inventory and intensify shortages across the wider electronics sector.
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this move could elevate LPDDR to become a core semiconductor in the AI era, following the prominence of high-bandwidth memory (HBM).
Monday 24 November 2025
SK Hynix reportedly exploring Indian partner, but no official plans announced
South Korea's SK Hynix is reportedly considering establishing a memory chip assembly and testing (ATMP) facility in India. However, the company's recent public announcement of investment plans did not mention any facility in India, leaving the potential entry unconfirmed.
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025, signaling a nearly ninefold increase compared to 2024. This surge reflects the rapid growth in the global semiconductor market, driven largely by accelerating demand for artificial intelligence (AI) technologies.
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second, a global memory chip shortage has strained the supply chain. With relatively small shipment volumes, military-grade computer makers have limited pricing negotiation power. As a result, manufacturers have resorted to volume-driven sales at lower prices, impacting gross margins.
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as planned in 2026, with all production capacity for the year already fully booked.
Monday 24 November 2025
Weekly News Roundup: US moves to ban Chinese chipmaking equipment; Tesla eyes in-house fab; Intel hires TSMC veteran
These are the most-read DIGITIMES Asia stories in the week of November 17 to November 23, 2025.
Monday 24 November 2025
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives have joined MediaTek in making direct trips to Samsung Electronics in a bid to secure inventory.
Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance general-purpose memory in server and accelerator systems. The chipmaker is expected to boost output of GDDR7 and SOCAMM2 modules built on the 1c platform to support growing orders from Nvidia and global cloud service providers.
Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.
Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%.
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal 2026 third-quarter results, a report from Counterpoint Research indicated that Nvidia is adopting LPDDR chips more aggressively, replacing standard DDR modules in select AI server products. LPDDR has traditionally been used in mobile devices, making the shift especially significant.
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%.
Thursday 20 November 2025
Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries
Concerns over consumer electronics demand are increasing because of the memory price surge. Analysts warn that this could hurt the profits of downstream foundries. However, Pegatron Chairman T.H. Tung emphasized in an interview that memory price fluctuations have no direct impact on foundry profitability, and that Taiwan's electronics industry is well-experienced in handling such cyclical trends.
Thursday 20 November 2025
A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory as supply-chain visibility rapidly deteriorates.
Thursday 20 November 2025
Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based AI computing is crowding out production capacity for nearly every other type of memory chip.

Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.
Thursday 20 November 2025
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within Samsung Group's top decision-making structure.
Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds strong opportunities during transitions to new standards. According to Edom, high-value-added products are less affected by memory price surges because customers willing to support higher prices will be prioritized. The market may need some time to return to a supply–demand balance.
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted to long-term supply contracts of six months or more. DRAM supply in 2026 may also be difficult to secure, prompting discussions among suppliers about contracts extending into 2027.
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning is expected to deliver a significant boost to the company's earnings and operating profit, potentially surpassing Taiwan Semiconductor Manufacturing Company (TSMC).
Wednesday 19 November 2025
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand redefines the memory market. This major capacity increase is poised to reshape the competitive landscape and challenge SK Hynix, which has dominated the high-bandwidth memory (HBM) segment over the past two years.