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Rising memory costs are forcing MediaTek and Qualcomm to cut 4nm wafer output, as higher device prices begin to weaken smartphone demand. With memory accounting for a growing share of device costs, th...
The DRAM spot market has remained soft for both DDR4 and DDR5. End-user demand continues to fall short of absorbing current price levels, while contract prices for 2Q26 have yet to be finalized.
Samsung Electronics is accelerating its push toward 1nm by 2030 while improving 2nm yields beyond 60%, signaling stronger manufacturing readiness and a potential return to profitability. As competitio...
Micron Technology is developing stacked GDDR for AI inference, aiming to deliver a lower-cost alternative to HBM with prototypes expected by 2027. While it offers advantages in cost and scalability, i...
Samsung Electronics is accelerating its transition to advanced NAND technologies at its Xi’an plant, moving from 128-layer to 236-layer and preparing for 286-layer production, driven by competitive pr...
DDR5 memory prices are declining across major retailers after months of increases, signaling a potential short-term market correction. The shift may be influenced by Google’s TurboQuant technology, wh...
NVIDIA is entering the laptop chip market to compete with Intel and AMD, aiming to capitalize on the growing AI PC trend. By combining its hardware and AI software ecosystem, NVIDIA is positioning its...
Helium shortage driven by Middle East tensions is starting to disrupt chip production, forcing companies to cut output and seek alternative supply sources.
AI is shifting the bottleneck from compute to memory, driving soaring demand for HBM and DDR5 and triggering a new memory price supercycle.
SK hynix is investing nearly $8 billion in EUV technology to accelerate its transition to next-generation DRAM and strengthen its leadership in the rapidly growing AI memory market.
TSMC is accelerating its U.S. expansion with 3nm production in Arizona potentially starting in 2H27, as strong demand and geopolitical factors drive customers to secure capacity early.
AMD’s HBM4 deal with Samsung signals a strategic shift to diversify beyond TSMC, as Samsung leverages memory supply to potentially draw AMD into its foundry ecosystem amid intensifying AI competition.
