TrendForce reported that the combined revenue of the top five NAND Flash brands rose 77% quarter-over-quarter to US$68.87 billion in the second quarter of 2026, driven by steady AI server demand and s…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's…
SMIC, China's largest chipmaker, reported second-quarter net profit of $479.2 million, more than triple the year-earlier figure, and revenue rose 36% to $3.01 billion, driven by AI demand for power an…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company'…
Yangtze Memory Technologies (YMTC) shipped 14% of the world's NAND flash in Q2 2026, overtaking Kioxia in volume for the first time, but ranked fifth by revenue as enterprise SSDs consumed 48% of all …
SK Hynix Inc. and Samsung Electronics Co. are turning to shareholder returns as memory-chip pricing gains slow, with SK Hynix set to unveil details in the third quarter and Samsung expected to follow,…
Apple's price hikes, driven by a global memory shortage, are hitting IT purchasing budgets, with DRAM prices up more than 400% since early 2024, according to JP Morgan. Gartner expects memory prices t…
Microsoft raised Xbox Series X prices to $799.99 in the United States, up from $649.99, effective August 1, citing memory and storage costs that have more than doubled and are expected to double again…
CoreWeave signed a multi-year agreement with Solidigm on August 5 for priority access to enterprise SSD capacity, making storage the second component after GPUs that the AI cloud provider must contrac…
Intel is cutting 103 jobs in its Data Center and AI Group, its fastest-growing division, effective August 15, according to TrendForce and confirmed by Benzinga. The division posted $5.05 billion in Q1…
The AI boom is driving up prices and profits for multilayer ceramic capacitors (MLCCs), with Samsung Electro-Mechanics raising prices by 30 percent this month and Murata Manufacturing and Taiyo Yuden …
Qualcomm's handset revenue fell 20% in the June quarter, contributing to a 4% overall revenue decline to $9.95 billion and a net income drop to $2 billion from $2.67 billion, with shares down 7.6% in …
TrendForce forecasts that AI will remain the primary driver of memory demand in 2027, but DRAM and NAND Flash markets will diverge: DRAM supply will stay tight with rising prices due to HBM allocation…
Samsung Electronics reported a record-breaking second-quarter operating profit of 89.5 trillion won ($61.98 billion), a 19-fold surge from a year earlier, driven by explosive demand for AI memory chip…
Micron Technology announced on March 16, 2026, that its 36GB 12-high HBM4 memory is in high-volume production for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s and a 2.3 times improv…
SK Hynix reported a record operating profit of 60.5 trillion won for Q2 2024, a more than sixfold increase from 9.2 trillion won a year earlier, driven by AI chip demand, but missed the LSEG SmartEsti…
ChangXin Memory Technologies (CXMT) raised 57.9 billion yuan ($8.6 billion) in its Shanghai STAR Market debut on July 27, becoming Asia's largest IPO of 2026 and the biggest listing in STAR Market his…
Samsung Electronics and Broadcom signed a memorandum of understanding for a semiconductor collaboration they estimate will exceed $200 billion over five years through 2030, but the companies disclosed…
NVIDIA may halve the CPU-side LPDDR5X memory planned for its Vera Rubin NVL72 rack-scale AI system, according to reports from TrendForce and Wccftech citing GF Securities, while the company's public s…
SK Hynix reports second-quarter earnings on July 29, with Korea Investment & Securities forecasting revenue of 80.9 trillion won and operating profit of 60.4 trillion won, as the AI memory supercycle …