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2026-07-22

[Insights] Memory Spot Price Update: DRAM Spot Market Edges Higher as Branded DDR4 Demand Supports Prices

According to TrendForce’s latest memory spot price trend report, DRAM spot prices edged higher this week as branded DDR4 chips attracted more inquiries, though cautious buying and limited supplier willingness kept trading activity subdued. In NAND Flash, the spot market remained under pressure ami...

2026-07-22

[News] Wistron Produces First U.S.-Made GB300 Baseboard; D1 Factory Represents Just 5% of NVIDIA’s Output

Wistron officially inaugurated its D1 AI Smart Factory in Fort Worth, Texas, on July 21 (U.S. Central Time). According to Commercial Times, the site is the first in the U.S. to manufacture and mass-produce NVIDIA GB300 Grace Blackwell Ultra Superchips. The nearly US$700 million factory spans approx...

2026-07-22

[News] TSMC Reportedly Plans Up to 10% Price Hikes in 2027, with Extra HPC Premiums: Apple, NVIDIA in Focus

While TSMC said at last week’s earnings call that it would avoid drastic price hikes like the 4–5x increases seen among memory players, Nikkei reports that the foundry giant plans to delay price increases until 2027, giving customers more time to prepare after negotiations. Prices for both advan...

2026-07-22

[News] Chinese Researchers Developed the World’s First Phase-Change Memristor-Based Neural Dynamical System Chip

A Chinese research team has developed the world's first neural dynamical system chip based on phase-change memristors, dramatically accelerating complex brain modeling tasks while overcoming a decades-long computational bottleneck in real-time neural dynamics. The chip was jointly developed by a ...

2026-07-22

[News] SK hynix Set to Post Record Operating Margin in Q2, as HBM Mix Weighs on ASP Growth and LTAs Gain Focus

SK hynix’s Q2 earnings report, due on July 29, has become a key market event as investors weigh whether the AI-driven semiconductor rally still has room to run. Despite concerns over a potential AI peak, the market broadly expects SK hynix’s high-margin profile to remain intact, with Q2 operatin...

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