Please note that this article cites information from Reuters, Investing.com, ZDNet, CNBC and Micron. Micron is riding the AI memory upcycle, delivering strong 2QFY26 results and guiding third-quarter revenue above market expectations. Even more striking, the company flagged a major step-up in capit...

South Korea’s memory giants, once reluctant to lock in long-term deals amid tight supply, may be shifting stance. Bloomberg, citing Co-CEO Jun Young-hyun’s remarks at the shareholder meeting on March 18, reports that Samsung is now exploring multi-year memory contracts to secure supply stability...

According to TrendForce's latest memory spot price trend report, regarding DRAM, with Samsung pausing DDR4 consumer chip price hikes in March, increases are expected to stall briefly before picking up again in 2Q26. Meanwhile, in terms of NAND, with the expectation on significant increases on contra...

NVIDIA and Samsung are taking their partnership beyond HBM for GPUs. On March 6, researchers from Samsung Semiconductor Research, NVIDIA, and Georgia Tech unveiled the PINO (Physics-Informed Neural Operator) AI model, capable of analyzing ferroelectric NAND performance 10,000× faster than tradition...

As the AI boom drives memory demand, semiconductor equipment makers are reaping the benefits while deepening ties with top memory producers. Applied Materials has teamed up with Micron and SK hynix to develop next-generation chips critical for AI and high-performance computing, according to Reuters....