As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC�...

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

After solidifying its leadership in HBM, SK hynix is teaming up with SanDisk to develop High-Bandwidth NAND Flash (HBF), which enhances HBM with NAND for AI inference workloads. At the same time, the company is reportedly exploring a broader memory spectrum: High-Bandwidth Storage (HBS). As ETnews r...

While Micron has already sold out its 2026 HBM supply, the company appears to be taking a cautious approach to capacity expansion. According to syracuse.com and Spectrum News 1, the opening of its first two chip fabs in Clay, New York, will be delayed by two to three years, meaning neither facility ...