A potential risk may be emerging for the memory industry, with Korean memory makers increasingly exposed to U.S. policy developments. According to Wccftech, speaking at Micron’s New York fab groundbreaking ceremony, U.S. Commerce Secretary Howard Lutnick said that memory producers without domestic...

As memory makers increasingly tilt toward server applications, lifting prices for server DRAM and enterprise SSDs, legacy memory is staging a strong comeback of its own. Commercial Times reports that DDR4, DDR3, NOR flash, and SLC/MLC NAND are entering a fresh supply-demand reversal. Among the ma...

China’s packaging and testing industry is stepping up, with a surge in domestic investment fueling growth. According to ijiwei, from late 2025 to early 2026, leading A‑share OSAT companies have been particularly active, signaling a shift toward higher-end and more specialized capital spending. ...

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

As AI workloads continue to grow, high-bandwidth flash (HBF) is gaining momentum, with experts forecasting earlier-than-expected commercialization. According to Sisa Journal, KAIST professor Joungho Kim—widely regarded as the “father of HBM”—indicates that Samsung Electronics and SanDisk pla...