Riding an AI-driven semiconductor supercycle, Samsung’s Device Solutions (DS) division delivered a historic first quarter, with operating profit surpassing KRW 50 trillion for the first time, according to The Chosun Daily. The report highlights the unit’s overwhelming dominance, accounting for 9...

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 ...

As global memory supply remains extremely tight amid the AI boom, Samsung’s looming large-scale strike is seen as further intensifying the strain. According to South Korean media outlets News1 and The Dong-A Ilbo, citing analysts, disruptions could reach 3–4% for DRAM and 2–3% for NAND, based ...

DRAM scaling is becoming increasingly complex as the industry moves deeper into advanced process nodes below 10nm-class levels. The Elec reports that Samsung produced wafers using its 10a DRAM process in March and confirmed a working die during device characterization testing. Notably, this marks th...