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News
SK hynix deepens TSMC ties for 3D DRAM, diverges from Samsung
6+ hour, 32+ min ago (471+ words) Hynix pursues logic-foundry DRAM approach with TSMC links while Samsung stays in-house According to the semiconductor industry on the 14th, SK hynix, at the "2026 Future Forum" held on the 8th at the Icheon Campus in Gyeonggi Province, presented as the main directions…...
Sandisk recruits engineers in Korea as memory talent race heats up
11+ hour, 49+ min ago (147+ words) digitimes Sandisk recruits engineers in Korea as memory talent race heats up Sandisk Vice President Rajeev Nagabhirava discusses AI memory architecture at the SEMICON Taiwan 2026 Memory Summit. Credit: Sherri Wang Sandisk is making an unusual push into engineering recruitment in…...
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
23+ hour, 9+ 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…...
As memory semiconductor prices continue to rise from higher-than-expected levels, optimism continues.. - MK
14+ hour, 25+ min ago (548+ words) As memory semiconductor prices continue to rise from higher-than-expected levels, optimism continues in the stock market. Analysts say that although the rise is slowing as the price level has already risen, the memory industry is still continuing a solid trend…...
Long Live the Short King: Why 4-hi HBM Wins
17+ hour, 26+ min ago (571+ words) This report will go through the reasoning behind what’s changed in the capacity equation, demonstrate that often HBM capacity is stranded, and show how this can be a win-win for both labs’ TCO and memory supplier profitability. HBM has been…...
Singapore PC prices surge as growing AI infrastructure competes for components
1+ day, 15+ hour ago (957+ words) Bryan Fun, a sales assistant at retailer Bizgram Asia in Sim Lim Square, checking a newly assembled desktop PC tower. Published Sep 13, 2026, 05:00 AM SINGAPORE – Consumers who plan to buy a new personal computer are in for sticker shock. Latest market…...
Hewlett Packard Enterprise's $7.6B AI backlog is waiting on memory chips to catch up
2+ day, 4+ hour ago (462+ words) HPE's AI orders are piling up faster than suppliers can deliver the DDR5 memory needed to fulfill them Hewlett Packard Enterprise has a problem most companies would love to have: too many customers, not enough parts. The company exited fiscal Q3 2026 with…...
3 Chip Equipment Stocks Set to Win the Memory Boom - AOL
4+ day, 38+ min ago (1316+ words) DRAM equipment spending surges 29% to $37 billion and NAND 28% to $14 billion in 2026, making memory the fastest-growing segment of the $135 billion WFE market. HBM demands larger die sizes and multiple stacked memory dies, consuming disproportionately more wafer capacity than conventional DRAM and…...
Kepler aims to end the AI memory crisis with custom memory tech
3+ day, 21+ hour ago (240+ words) Kepler Computing has emerged from hiding to unveil a new memory technology that could transform the ease the global memory shortage and transform the memory market. The California-based startup has spent seven years developing a new memory technology that offers…...
From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation
4+ day, 7+ hour ago (151+ words) Chart 1: From 2027 onward, AI accelerators move toward memory architecture innovation Chart 2: Inference phase AI accelerator hardware bottlenecks shift from compute to memory Chart 3: PNM, SRAM, and HBF become three main directions for memories in AI accelerators Chart 4: PNM technology is…...