Semiconductor News & Analysis Feed
60 articles
2026-07-07
tomshardware.com
2026-07-07
Anton Shilov
Kioxia, Sandisk begin to sample BiCS10 3D NAND: 332 active layers and over 29 Gb/mm2 areal capacity.
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
news.google.com
2026-07-07
StorageReview.com
2026-07-06
eetimes.com
2026-07-06
Here is how the Japanese chipmaker is cashing in on NAND flash demand in data center SSDs.
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-07-06
digitimes.com
2026-07-06
India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India S
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
2026-07-03
digitimes.com
2026-07-03
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
2026-07-02
www.mk.co.kr
2026-07-02
매일경제
2026-07-02
www.reuters.com
2026-07-02
Reuters
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
S.Korea unveils $590 bn chip investment plan for new fabs, packaging
SK Hynix's Icheon Campus in Gyeonggi Province (Courtesy of SK Hynix) South Korea on Monday unveiled a 911 trillion won ($591 billion) semiconductor investment plan spanning new memory fabs in the southwest, an advanced packaging cluster in the Chungcheong region and a supply chain hub in the so
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.
2026-06-25
en.sedaily.com
2026-06-25
Seoul Economic Daily
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2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Jeong Du-yong
Published 2026.06.25. 12:34
Global DRAM market share trend. /Courtesy of Counterpoint Research
In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase.
According to mem