Amid surging memory prices, Chinese smartphone brands are emerging as some of the hardest hit. According to the South China Morning Post and Jiemian News, Xiaomi has trimmed its 2026 shipment forecast by over 20%, while OPPO, Transsion, and vivo have also scaled back their shipment projections. N...

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

While earlier reports from Wccftech said NVIDIA was reshuffling RTX 50 series supply toward 8GB GeForce RTX 5060 and 5060 Ti models amid memory shortages, the impact now appears to be spreading across Taiwan’s major graphics card makers. According to Commercial Times, MSI has already moved to rais...

Amid memory prices rising across the board, Taiwan’s Nanya Technology, a key DDR4 player, has emerged as a major beneficiary. At today’s earnings call, the company reported a strong Q4 2025, with after-tax net income of NT$11.083 billion, a 36.8% net margin, and EPS of NT$3.58, according to the ...

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...