Subject


Semiconductors


2026-06-03

[Insights] Memory Spot Price Update: DDR4 and DDR5 Extend Gains, Though Higher Quotes Temper Procurement Demand

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR4 and DDR5 spot prices continued to rise, with both segments posting notable gains. However, buyers remained cautious amid higher supplier quotes. In the NAND flash segment, spot quotations would continue to slum...

2026-06-03

[News] South Korea’s Chip Exports to China Surge 243% YoY in May as Beijing’s AI Push Fuels Memory Demand

China's AI-driven chip demand is helping lift South Korea's trade surplus with the country. According to South China Morning Post, citing South Korea's Ministry of Trade, Industry and Resources, the country's trade balance with China improved from a US$764 million deficit in December 2025 to a US$1....

2026-06-03

[News] Intel Won’t Discontinue Raptor Lake DDR4 Models, Supports Lower-Memory Configurations Amid Shortages

Intel says it is taking steps to address ongoing memory supply constraints. According to Tom’s Hardware, when asked how the company is responding to constrained memory supply, Nish Neelalojanan, senior director of product management for Intel’s Client Computing Group, cited Raptor Lake and Wildc...

2026-06-03

[News] Kioxia Targets ¥470B Yearly Capex in FY26–28, Up 66% from FY25, Reportedly Weighing Third Kitakami Fab and M&A

After projecting a 48-fold year-on-year surge in net profit for the April–June quarter, Japan’s NAND heavyweight Kioxia delivered an even more bullish outlook at its Investor Day on June 2. According to EE Times Japan, the company plans to ride the memory upcycle with average annual capital expe...

2026-06-03

[News] China Launches 8-Inch GaN-on-Silicon Micro LED IDM Production Line

Recently, West Lake Yanshan Technology (Hangzhou) Co., Ltd. officially commenced production at what it claims is the world’s first 8-inch GaN-on-Silicon Micro LED IDM mass production line, located at its factory in Deqing, Zhejiang Province. The newly launched line adopts a full-chain IDM model...

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