Samsung expands Nvidia ties as AI inference drives NAND demand
Jul 21, 2026, 8:39 pm By DIGITIMES
Samsung Electronics is expanding its Nvidia relationship into NAND flash as AI inference creates…Xiaomi raises 2026 phone target as memory prices strain brands
Jul 21, 2026, 8:39 pm By Lily Hess
China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its…Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6
Jul 21, 2026, 4:53 am By DIGITIMES
Haesung DS has reportedly added China's CXMT as a customer for DDR5 package substrates as the South…Google developing 'frozen' chip that embeds Gemini models for efficiency gains
Jul 21, 2026, 4:44 am By DIGITIMES
Google is reportedly developing a new chip that embeds information from its Gemini AI models…Goldkey secures NT$3.6 billion loan to expand AI server memory business
Jul 21, 2026, 4:36 am By DIGITIMES
Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion…Huawei Kirin 9030 shows SMIC's 7nm gains and ongoing efficiency gap
Jul 21, 2026, 4:09 am By DIGITIMES
A teardown of Huawei's Kirin 9030 flagship processor — built on SMIC's 7nm-class N+3 process —…Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand
Jul 21, 2026, 3:05 am By DIGITIMES
Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to…Trump offers tariff relief to aluminum producers investing in US smelters
Jul 21, 2026, 2:56 am By DIGITIMES
US President Donald Trump has signed a proclamation creating a new incentive program that would cut…China's magnet exports hit record highs even as it turns the export tap into a political lever
Jul 21, 2026, 2:51 am By DIGITIMES
China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet…Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units
Jul 21, 2026, 2:50 am By Levi Li
Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as…Kimi K3 surge traces to Moonshot AI's GTC roadmap
Jul 21, 2026, 2:31 am By Charlene Chen
Moonshot AI's open-source large language model (LLM) Kimi K3 has surged in popularity after its…Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster
Jul 21, 2026, 1:53 am By Kevin Wang
Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government…Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say
Jul 21, 2026, 1:42 am By Scarlett Yu
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is…Samsung, SK Hynix and Micron pull back on in-house CXL controller plans
Jul 21, 2026, 12:53 am By DIGITIMES
Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to…Middlemen emerge as ASEAN's No. 2 AI compute buyers
Jul 21, 2026, 12:24 am By Charlene Chen
In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade…China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips
Jul 21, 2026, 12:05 am By DIGITIMES
Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made…China's EUV gap keeps semiconductor catch-up in check
Jul 21, 2026, 12:05 am By Lily Hess
As the US continues to tighten export controls on advanced semiconductor equipment to China,…DDR5 module spot prices hit record highs as China-made dies narrow price gap
Jul 21, 2026, 12:04 am By Sherri Wang
The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5…Phone prices to surge in 2H26 as low-end models fade
Jul 20, 2026, 11:48 pm By Lily Hess
As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second…India joins private-launch club as low-Earth-orbit race widens beyond the US and China
Jul 20, 2026, 11:43 pm By DIGITIMES
India now has a homegrown, privately built ticket to orbit, and its arrival lands squarely in the…
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