543 articles
2026-05-19
digitimes.com
2026-05-19
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and
2026-05-19
digitimes.com
2026-05-19
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.
2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-19
digitimes.com
2026-05-19
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.
2026-05-19
digitimes.com
2026-05-19
ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets, affecting device makers and buyers worldwide as memory and component costs climb and inventory strategies shift in response to anticipated further price rises.
2026-05-19
www.tipranks.com
2026-05-19
TipRanks
__fail__
2026-05-19
www.fool.com
2026-05-19
The Motley Fool
__fail__
2026-05-19
finance.yahoo.com
2026-05-19
Yahoo Finance
__fail__
2026-05-19
www.barrons.com
2026-05-19
Barron's
__fail__
2026-05-19
www.fool.com
2026-05-19
The Motley Fool
__fail__
2026-05-19
ts2.tech
2026-05-19
TechStock²
__fail__
2026-05-19
tomshardware.com
2026-05-19
Luke James
Adata is the largest single borrower in the group, having completed a NT$2 billion convertible bond issuance and secured NT$12 billion in bank loans.
2026-05-18
www.tipranks.com
2026-05-18
TipRanks
__fail__
2026-05-18
www.msn.com
2026-05-18
MSN
__fail__
2026-05-18
www.barrons.com
2026-05-18
Barron's
__fail__
2026-05-18
tomshardware.com
2026-05-18
Luke James
Internal Samsung wage negotiation transcripts show the company proposed bonuses of 607% of annual salary for its memory chip division in March.
2026-05-18
www.marketbeat.com
2026-05-18
MarketBeat
__fail__
2026-05-18
www.digitimes.com
2026-05-18
digitimes
SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.The article requires paid subscription.Subscribe Now
2026-05-18
www.techi.com
2026-05-18
techi.com
__fail__
2026-05-18
www.digitimes.com
2026-05-18
digitimes
Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according toIT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related...The article requires paid subscription.Subscribe Now