295 articles
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
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
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
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
247wallst.com
2026-05-15
24/7 Wall St.
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2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
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2026-05-14
simplywall.st
2026-05-14
simplywall.st
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2026-05-14
www.cnbc.com
2026-05-14
CNBC
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2026-05-14
tomshardware.com
2026-05-14
Mark Tyson
A tech enthusiast has combined an Nvidia GeForce RTX 3070 (8GB) with defective memory and an AMD Radeon RX 6900 XT (16GB) with a damaged GPU to make a working RTX 3070 with 16GB of VRAM.
2026-05-14
overclock3d.net
2026-05-14
OC3D
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2026-05-14
www.investing.com
2026-05-14
Investing.com
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2026-05-14
www.tradingview.com
2026-05-14
TradingView
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2026-05-14
www.gurufocus.com
2026-05-14
GuruFocus
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2026-05-14
www.digitaltoday.co.kr
2026-05-14
디지털투데이
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2026-05-14
247wallst.com
2026-05-14
24/7 Wall St.
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2026-05-14
digitimes.com
2026-05-14
Etron Technology is seeing momentum extend beyond its core memory business, as subsidiaries built over the past several years begin to bear fruit in robotics, edge computing, and privacy-focused applications.
2026-05-14
digitimes.com
2026-05-14
The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.
2026-05-14
digitimes.com
2026-05-14
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.
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.
2026-05-14
digitimes.com
2026-05-14
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.