Insights
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...
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Tesla is reportedly exploring plans to expand production of its AI6 chip, a move that could lead to additional orders for Samsung. According to The Elec, industry sources say senior Tesla procurement executives are expected to visit Samsung Electronics this week to discuss increasing foundry capacit...
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In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...
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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...
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Intel is undergoing a major leadership transition as it reshapes its board at a critical time for the company’s strategy and execution. According to Tom’s Hardware, Intel announced that its board of directors has elected Dr. Craig H. Barratt as independent chairman. He will assume the role in mi...