SemiPulse — Semiconductor Intelligence

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

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digitimes.com 2026-05-14

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

Etron sees DRAM rally stretching into 2027 as shortages persist

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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.

Etron's robotics bets gain ground as memory cycle turns

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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.

Wieson eyes 2Q26 recovery as new businesses gain traction

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digitimes.com 2026-05-14

Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying competition plus inventory digestion in China's auto market weighed on performance. The electronics components maker reported consolidated revenue of NT$704 million (US$22.33 million) in the first quarter of 2026, do

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

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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.

New Intel-supported memory design packs nine vertical layers - TechRadar

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www.techradar.com 2026-05-14 TechRadar

Copy linkFacebookXWhatsappRedditPinterestFlipboardThreadsEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterZAM stacks nine functional memory layers vertically inside every compact moduleEach ZAM memory layer reportedly contains exactly 1.125GB of DRAM capacityEstimated ZAM bandwidth figures now approach Nvidia HBM4 perf

Semiconductor Memory Technology Vertical Memory Stacking Intel Technology HBM4 Performance AI Accelerator Memory DRAM Storage TSV Technology 3D Memory Architecture

Micron and Sandisk Jump as Samsung Strike Threat Deepens Memory Chip Shortage - MEXC

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www.mexc.com 2026-05-13 MEXC

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FCC's foreign-made router ban collides with memory, chip shortage - MSN

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www.msn.com 2026-05-13 MSN

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Micron and Sandisk Jump as Samsung Strike Threat Deepens Memory Chip Shortage - CoinCentral

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coincentral.com 2026-05-13 CoinCentral

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Forget Nvidia: New Memory-Focused ETF Soars 90% As CEO Calls Chips AI's 'Biggest Bottleneck' - Benzinga

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www.benzinga.com 2026-05-13 Benzinga

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Why Micron Technology (MU) Matters Beyond Memory in the AI Infrastructure Race - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Micron, Sandisk Stock Rise Despite Fears of an Even Bigger Memory-Chip Shortage - Barron's

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www.barrons.com 2026-05-13 Barron's

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Samsung negotiates for an agreement: impending 18-day strike could affect AI memory and HBM supply chains - igor´sLAB

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www.igorslab.de 2026-05-13 igor´sLAB

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Samsung negotiates for an agreement: impending 18-day strike could affect AI memory and HBM supply chains - igor´sLAB

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www.igorslab.de 2026-05-13 igor´sLAB

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Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

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digitimes.com 2026-05-13

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes,73% (173 companies)posted positive year-on-year revenue growth in April 2026, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.

Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

Commentary: AI server ODMs face margin squeeze as memory costs soar

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digitimes.com 2026-05-13

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.

MRAM Gets Its Own SIG

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eetimes.com 2026-05-13 Gary Hilson

SNIA MRAM alliance looks to unite a broader ecosystem to encourage magnetoresistive random access #memory (#MRAM) adoption.

MRAM Storage Technology Semiconductor Memory Technology SNIA Storage Networking Industry Association Non-Volatile Memory STT-MRAM

The Memory Shortage Has Supercharged This AI Stock That Has Jumped 293% in a Year. It Can Still Soar Higher (Hint: It's Not Micron or Sandisk) - The Motley Fool

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www.fool.com 2026-05-13 The Motley Fool

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FCC's Foreign-Made Router Ban Collides With Memory, Chip Shortage - PCMag

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www.pcmag.com 2026-05-13 PCMag

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