News

Wccftech
wccftech. com > micron-warns-memory-crunch-will-outlast-2026-as-ai-demand-outpaces-what-hbm-dram-and-nand-can-supply

Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply

2+ hour, 31+ min ago  (494+ words) US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank…...

Symbols: nasdaq:mu
Wccftech
wccftech. com > samsung-leapfrogs-toward-1000-layer-nand-with-first-900-layer-v-nand-prototype

Samsung Leapfrogs Toward 1000-Layer NAND With First 900-Layer V-NAND Prototype, Stacking Two 450-Layer Cells Into One

3+ hour, 22+ min ago  (247+ words) Samsung is getting closer to its 1000-Layer V-NAND tech as it achieves the first 900-Layer prototype, bracing for swift competition with rivals. Samsung is a pioneer in storage semiconductors. Its V-NAND technology is seen as one of the best on…...

Symbols: novo-b.co,^n2250,nasdaq:sndk,high-na
On MSFT
onmsft. com > news > corsair-ddr5-ram-spotted-with-chinese-cxmt-memory-as-global-dram-shortage-expands

Corsair DDR5 RAM Spotted With Chinese CXMT Memory as Global DRAM Shortage Expands

2+ day, 20+ hour ago  (229+ words) According to images shared by leaker wxnod, Corsair has started using memory chips from Chang Xin Memory Technologies, also known as CXMT, in some of its DDR5 modules. Corsair has traditionally relied on major Korean memory suppliers, so this move stands…...

Symbols: btc-usd
The Tennessean
tennessean. com > press-release > story > 184982 > bulk-supply-full-series-memory-chips-china-leading-distributor-e-bests-global-supply-chain-advantage

Bulk Supply Full Series Memory Chips | China Leading Distributor: E-BEST's Global Supply Chain Advantage

2+ day, 1+ hour ago  (306+ words) Navigating this landscape requires a partner capable of acting as a Bulk Supply Full Series Memory Chips Distributor, ensuring that every layer of the memory hierarchy is available from a single, .. . Bulk Supply Full Series Memory Chips | China Leading Distributor:…...

Symbols: btc-usd,eth-usd
Urdu Point
urdupoint. com > en > middle-east > ai-chip-demand-drives-6-growth-for-singapore-2193591. html

AI Chip Demand Drives 6% Growth For Singapore In Q1

9+ hour, 47+ min ago  (48+ words) Singapores economy grew six percent year-on-year in the first quarter as demand skyrockets for artificial intelligence chips, the government said Monday. As a major electronics hub, the city-state has seen a significant increase in the production of memory chips and…...

Symbols: btc-usd
Gizmochina
gizmochina. com > 05/25/2026 > huawei-proposes-tau-law-as-alternative-to-moores-law-first-logic-folding-chip-arrives-this-autumn

Huawei proposes "Tau Law" as alternative to Moore's Law, first logic-folding chip arrives this autumn

10+ hour, 34+ min ago  (72+ words) Huawei proposes "Tau Law" as an alternative to Moore's Law, aiming at 1. 4nm-level performance. First Kirin chip launches this autumn....

Symbols: btc-usd
Tech Times
techtimes. com > articles > 317078 > 20/26/0524 > ai-memory-shortage-amds-lisa-su-identifies-high-bandwidth-memory-ai-chip-supplys-next-cap. htm

AI Memory Shortage: AMD's Lisa Su Identifies High-Bandwidth Memory as AI Chip Supply's Next Cap

23+ hour, 23+ min ago  (492+ words) That constraint is now easing. TSMC's Co Wo S output reached approximately 75, 000 wafers per month in 2025, and analysts at Trend Force project further expansion to 120, 000 monthly by the end of 2026 through capacity additions at its AP6, AP7, and AP8 advanced packaging facilities. Nvidia's…...

Symbols: nasdaq:mu
Korea Tech Desk
koreatechdesk. com > hardware-startup-supply-chain-instability

The Real Hardware Startup Killer Isn't Technology, It's Supply Chain Instability - Korea Tech Desk | Korean Startup and Technology News

10+ hour, 42+ min ago  (1020+ words) Mon, May 25, 2026 Most general assumptions believe that once startups can secure investors and build working products, they are bound to succeed. Unfortunately, that is not always the case. Because for many hardware founders, the most dangerous period begins after the…...

Symbols: btc-usd
DIGITIMES
digitimes. com > news > a20/26/0522 PD220 > embedded-packaging-ai-chip-nvidia-intel. html

Embedded substrates draw AI chip interest as packaging turns strategic

15+ hour, 20+ min ago  (119+ words) digitimes Embedded substrates draw AI chip interest as packaging turns strategic Keep me signed in - Track financials & stock data of Taiwan tech. - Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation - SK Hynix speeds Yongin…...

Symbols: btc-usd
DIGITIMES
digitimes. com > news > a20/26/0522 PD230 > ai-server-ddr5-pcie-chips. html

AI server boom lifts memory interface chip leader, but DDR5 risks linger

15+ hour, 18+ min ago  (146+ words) digitimes AI server boom lifts memory interface chip leader, but DDR5 risks linger Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the…...

Symbols: nasdaq:mu