10+ hour, 52+ min ago   (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...

19+ hour, 46+ min ago   (318+ words) A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as…...

3+ day, 11+ hour ago   (380+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung, CXMT Reportedly Supply LPDDR5X for Chinese AI Phone as Domestic Memory Enters Flagship Supply Chain China’s CXMT is making…...

5+ day, 5+ hour ago   (337+ words) Looking ahead to the third quarter, consumer IC design customers are expected to maintain steady wafer starts amid concerns that mature-process capacity could remain constrained and wafer prices may rise. The seasonal ramp-up of flagship smartphones and growing production of…...

1+ week, 5+ hour ago   (328+ words) TrendForce’s latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26. Growing demand for AI servers, fueled by expanding…...

1+ week, 11+ hour ago   (369+ words) As AI workloads demand ever more memory, DRAM’s physical capacity ceiling is becoming the bottleneck. At a September 3rd briefing, Japan’s NAND giant detailed how its CXL memory modules expand usable memory capacity while cutting latency by over 90% versus conventional approaches,…...

1+ week, 5+ day ago   (312+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall Google has highlighted the growing “memory…...

1+ week, 5+ day ago   (330+ words) As the memory boom drives prices higher across DRAM, NAND and end-products, SK hynix is approaching a key growth inflection point: China’s five-year restrictions on its enterprise SSD (eSSD) business are set to reach a turning point at the end…...

1+ week, 5+ day ago   (482+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans SK hynix’s potential memory investment in…...

2+ week, 11+ hour ago   (258+ words) Memory was another key topic at the conference, as AI reshapes the strategic importance of memory. Tom’s Hardware previously reported that Intel CEO Lip-Bu Tan had hinted at a potential return to the memory market. Zinsner, however, clarified that Intel…...