SK hynix is reportedly restarting investment in its second NAND flash plant in Dalian, China. According to Seoul Economic Daily, sources say the company’s NAND subsidiary Solidigm resumed investment in Dalian Fab 2 in the first half of this year and has completed construction of the fab building. ...

According to TrendForce’s latest memory spot price trend report, DRAM spot trading remains subdued as buyers and sellers remain far apart on pricing, with the average spot price of mainstream chips (DDR4 1Gx8 3200MT/s) edging up 0.93%. In NAND flash, NAND spot trading remains sluggish, though 512G...

Competition in AI advanced packaging is heating up, with ASE subsidiary SPIL accelerating capacity expansion. According to Commercial Times, SPIL broke ground on August 11 on a nearly TWD 100 billion, 6-hectare plant in Douliu, Yunlin, which will introduce CoWoS advanced packaging and begin first-ph...

Nearly six weeks after reporting an 81% quarterly operating margin, Micron struck an even more bullish tone at the KeyBanc Technology Leadership Forum 2026 on August 10. The company said customers remain eager to secure memory despite “very high” prices, with the tightest supply in data centers,...

Rising AI computing power demand continues to drive the market for 12-inch silicon wafers, combined with capacity expansions across HBM, 3D NAND, and advanced logic nodes, opening a crucial window of opportunity for domestic large silicon wafer manufacturers. Since early 2026, major Chinese playe...