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...

Shortly after confirming that it had begun sampling its 192GB SOCAMM2 last October, Micron has moved a step further. According to a new press release, the company has started shipping customer samples of a 256GB SOCAMM2 — currently the highest-capacity LPDRAM module in the industry. Micron said...

In the race for next-generation HBM, packaging has emerged as a new focal point. According to ZDNet, industry sources say SK hynix is advancing a packaging overhaul aimed at enhancing stability and performance, with the technology currently under validation. If successfully commercialized, it could ...

Apple is reportedly exploring Chinese memory suppliers as prices continue to climb. According to Commercial Times, citing Wccftech, sources say Apple is evaluating products from major Chinese memory makers for potential use as early as the iPhone 18 series, as well as MacBooks. The move aims to enha...

Amid tightening memory supply, cutting MLC NAND output is becoming a clear trend among major memory makers—but Samsung’s 2D NAND era could end sooner than expected. According to The Elec, the company may halt 2D NAND production at Hwaseong Line 12 as early as March and converting the facility in...