16 articles
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
digitimes.com
2026-05-21
GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.
2026-05-20
digitimes.com
2026-05-20
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
2026-05-20
digitimes.com
2026-05-20
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.
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.
2026-05-18
www.ad-hoc-news.de
2026-05-18
AD HOC NEWS
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2026-05-18
digitimes.com
2026-05-18
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.
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.
2026-05-14
www.digitimes.com
2026-05-14
digitimes
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and...The article requires paid subscription.Subscribe Now
2026-05-14
digitimes.com
2026-05-14
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.
2026-05-12
wccftech.com
2026-05-12
Wccftech
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2026-05-11
digitimes.com
2026-05-11
Below are the most-read DIGITIMES Asiastories from the week of May 4-10, 2026:
2026-05-11
digitimes.com
2026-05-11
Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market would push average selling prices higher and sustain tight supply conditions into the second half of the year. He said the company is accelerating a strategic shift into AI storage infrastructure and edge AI computi
2026-05-11
digitimes.com
2026-05-11
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough
2026-05-08
news.futunn.com
2026-05-08
富途牛牛
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2026-04-20
eetimes.com
2026-04-20
Majeed Ahmad
China’s memory underdog defies sanctions by building a fab that mostly sources equipment, materials, and tools locally.