545 articles
2026-05-16
digitimes.com
2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
2026-05-16
digitimes.com
2026-05-16
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.
2026-05-16
finance.yahoo.com
2026-05-16
Yahoo Finance
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2026-05-15
www.startuphub.ai
2026-05-15
StartupHub.ai
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2026-05-15
www.theglobeandmail.com
2026-05-15
The Globe and Mail
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2026-05-15
seekingalpha.com
2026-05-15
Seeking Alpha
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2026-05-15
www.scmp.com
2026-05-15
South China Morning Post
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2026-05-15
news.google.com
2026-05-15
CNBC
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2026-05-15
www.morningstar.com
2026-05-15
Morningstar
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2026-05-15
www.openpr.com
2026-05-15
openPR.com
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2026-05-15
www.barrons.com
2026-05-15
Barron's
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2026-05-15
www.tipranks.com
2026-05-15
TipRanks
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2026-05-15
uk.finance.yahoo.com
2026-05-15
Yahoo Finance UK
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2026-05-15
www.barrons.com
2026-05-15
Barron's
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2026-05-15
www.marketscreener.com
2026-05-15
marketscreener.com
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2026-05-15
siliconangle.com
2026-05-15
SiliconANGLE
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2026-05-15
digitimes.com
2026-05-15
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.
2026-05-15
digitimes.com
2026-05-15
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc
2026-05-15
digitimes.com
2026-05-15
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar
2026-05-15
digitimes.com
2026-05-15
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.