According to TrendForce’s latest memory spot price trend report, in terms of DRAM, only DDR5 chips saw sporadic buying interest. DDR4 demand remained weak, with price cuts failing to revive purchasing activity. In the NAND flash segment, spot prices continued to drop over the past month, now arriv...

Amid an AI-driven supply squeeze lifting memory prices, chipmakers are posting strong Q1 results. NAND flash controller IC vendor Silicon Motion, cited by TechNews, delivered record revenue of $342.11 million in Q1 2026, up 23% QoQ and 105% YoY. Gross margin reached 47.2%, with net income of $53.85 ...

SK hynix’s yields for hybrid bonding HBM have reportedly improved, although the company did not disclose specific figures. According to The Elec, Kim Jong-hoon, Technical Leader at SK hynix, said validation of its 12-high HBM using hybrid bonding has been completed, adding that the company is now ...

The U.S. has reportedly halted shipments of semiconductor equipment to facilities operated by China’s second-largest foundry, Hua Hong. According to Reuters, citing sources, the U.S. Department of Commerce has sent letters to several companies, including Lam Research, Applied Materials, and KLA, n...

At last week’s earnings call, Intel CEO Lip-Bu Tan flagged that the CPU-to-GPU ratio—once around 1:8—is now trending toward 1:1 as inference and agentic AI scale, signaling a rebound in server CPU demand and renewed interest in Intel’s foundry business. Notably, according to Commercial Times...