Search results for DRAM
Industry
Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies
Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.
Industry
QLC SSD demand rises as HDD supply tightens on cold data surge
As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.
Industry
HBM beyond 16 layers brings memory makers\' hybrid bonding shift into view
As high-bandwidth memory stacks move beyond 16 layers, a shift in bonding technology is coming into view, with the three memory makers reviewing a phased introduction of hybrid bonding from HBM4 or later generations. The move reflects limits in conventional thermal compression bonding, though cost burdens are expected to keep MR-MUF processes in parallel for now. Equipment suppliers are adjusting as supply dynamics may change depending on future mass-production partner choices.
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Industry
China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits
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Industry
IT device shrinkflation intensifies as prices rise and capacity halves
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AI & Enterprise
Bitcoin-like frenzy erupts as global money pours into AI memory ETF
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Finance
KOSPI breaks through 8,000 for first time on AI chip rally
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AI & Enterprise
Intel unveils next-generation memory to challenge HBM in AI market
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Industry
Justem posts 4.07 billion won Q1 operating profit, up 147 percent on year
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AI & Enterprise
AI data centres prioritise memory, smartphone and PC costs could rise 15 percent
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Industry
Memory big two near HBM4E race as mass production timing becomes key battleground
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Industry
SemiFive pushes to commercialise eMRAM-based edge AI chip
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Industry
Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses
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Industry
Memory chip \'big 3\' net profits surge, set to overtake global big tech
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Industry
Samsung Electronics says all HBM capacity sold out, sees 2026 sales tripling
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Industry
Samsung Electronics sees NAND, foundry join AI-driven profit engines
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Industry
Samsung MX hit by surging memory prices; costs to rise further in Q2
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Finance
Door opens for single-stock ETFs; will semiconductor concentration grow?