Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resu...

With Samsung set to report its third-quarter earnings on October 14, industry sources expect the company is poised to post its strongest Q3 profit since 2022, potentially crossing the 10 trillion won ($7.11 billion) mark, according to Reuters and Business Korea. Reuters attributes Samsung’s str...

As competition in the semiconductor industry intensifies, cases of technology leaks are on the rise, involving everything from the most advanced chip nodes to cutting-edge memory. Recent incidents have highlighted major firms, including Samsung, SK hynix, and TSMC, facing allegations of trade secret...

In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...