Amid an AI-driven supply squeeze lifting memory prices, chipmakers are posting strong Q1 results. NAND flash controller IC vendor Silicon Motion, cited by TechNews, delivered record revenue of $342.11 million in Q1 2026, up 23% QoQ and 105% YoY. Gross margin reached 47.2%, with net income of $53.85 ...

As memory prices are expected to continue rising in the second quarter amid tight supply, both DRAM and NAND players remain cautious on when the bottleneck will ease. Central News Agency and Anue, citing Wallace C. Kou, president of NAND flash controller chipmaker Silicon Motion, report that the mem...

Following Micron’s lackluster February quarter outlook, which gives a heads up on the weak demand for PCs and smartphones, NAND Flash giant Silicon Motion shares similar views on the memory market. According to the Economic Daily News, the company warns that both NAND and DRAM will experience low ...