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2026-05-23
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
by Editorial Team
Just now ago
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2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
2026-05-23
digitimes.com
2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-23
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2026-05-22
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2026-05-22
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2026-05-22
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2026-05-22
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