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2026-03-05

[News] Broadcom Reportedly Eyes $100B AI Chip Revenue in 2027, Backed by 6 Key Clients Like Google

As major tech firms accelerate in-house chip development, Broadcom is seeing a surge in demand from clients such as Google and Meta. On its March 4 earnings call, the company projected that AI chip revenue could exceed $100 billion in 2027, according to Reuters. Broadcom typically partners with c...

2026-03-05

[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028

As memory prices accelerate on tight supply, major vendors led by Samsung have launched fresh DRAM hikes. Against this backdrop, Taiwan’s top DRAM maker Nanya Technology said prices are still rising month by month this quarter, with second-quarter quotes poised to “jump” sharply, according to ...

2026-03-05

[News] SK Hynix Commits Additional USD 15 Billion, Escalating Fab Expansion Race among Memory Giants

On February 25, global memory leader SK hynix announced that its board of directors has approved an additional investment of approx. KRW 21.6 trillion (~ USD 15 billion) for its first semiconductor fabrication plant by the end of December 2030. The funds will be used to finalize construction of t...

2026-03-05

[News] South Korea Steps Up Push for Next-Generation Power Semiconductors

South Korea’s Ministry of Trade, Industry and Energy has formally launched a task force dedicated to next-generation power semiconductors, appointing Professor Koo Sang-mo of the Department of Electronic Materials Engineering at Kwangwoon University as its head. Seoul aims to raise the technolo...

2026-03-04

[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations

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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