As demand continues to surge, even three- to five-year supply agreements may no longer be sufficient, prompting big tech firms to explore new ways to gain preferential access to leading memory suppliers. According to Reuters, SK hynix has drawn an extraordinary wave of interest from global tech heav...

As SK hynix delivered another record-setting quarter amid surging memory prices, the company reported a striking 72% operating margin in 1Q26, with operating profit rising more than fivefold. Against this backdrop of strong earnings, attention is increasingly turning to its high-cost employee compen...

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, buying interest remained concentrated on suppliers’ DDR5 chips, while mainstream DDR4 pricing largely moved sideways, with DDR4 1Gx8 3200MT/s chips edging down 0.25% this week. In the NAND flash segment, spot mark...

As agentic AI fuels a structural upswing in CPU demand, the memory architecture behind those processors is moving into equally sharp focus. As MRDIMM (Multiplexed Rank Dual In-line Memory Module) is emerging as one of the key solutions to that bottleneck, the Joint Electron Device Engineering Counci...

Japan’s TOTO, long associated with its toilet business, is emerging as an increasingly important supplier of key semiconductor components. According to Nikkei, the company’s earnings are now being driven by high-precision ceramic parts used in chipmaking equipment essential to the AI boom. Notab...