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....

Amid the ongoing global memory shortage, Chinese memory makers are pushing aggressively to capture a bigger slice of the market. According to Tom’s Hardware, YMTC, the nation’s NAND heavyweight, has officially entered the PCIe 5.0 SSD arena with its first commercial offering, the PC550. Accor...

According to TrendForce's latest memory spot price trend report, regarding DRAM, as current spot prices remain higher than contract prices, and negotiations for 2Q26 pricing have not yet started, an overall wait-and-see atmosphere prevails. Meanwhile, NAND spot prices maintain an upward trend, climb...

Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...