Keywords: Dram


CXMT considers second Beijing chip plant as China accelerates memory semiconductor expansion

CXMT, China's largest listed memory chip manufacturer by market value, is planning a second semiconductor fabrication plant in Beijing as it seeks to expand production capacity amid surging global demand for memory chips driven by artificial intelligence. According to sources familiar with the matter,......

Global semiconductor equipment market set to reach record $229.5 billion by 2028

The global semiconductor manufacturing equipment industry is heading toward a historic milestone, driven by the rapid expansion of artificial intelligence infrastructure and the growing demand for advanced computing technologies. According to projections from international industry association SEMI,......

Micron and Ford sign long-term semiconductor supply deal for next-generation vehicles

Micron Technology and Ford Motor have signed a long-term agreement to secure supplies of memory and storage semiconductors for the automaker’s next generation of vehicles, reinforcing efforts to strengthen supply chain resilience in the automotive sector. The agreement is part of Micron’s......

Samsung and SK Hynix to Invest Over $500 Billion in New Semiconductor Facilities

South Korea has announced a sweeping industrial strategy centred on semiconductors and artificial intelligence, with more than 890 trillion won (approximately US$576 billion) in planned investments aimed at reinforcing the country's position as a global technology leader. The initiative will be......

CXMT secures multi-billion-dollar memory chip supply agreement with tencent ahead of planned IPO

Chinese memory chip manufacturer ChangXin Memory Technologies has reportedly secured a long-term supply agreement worth more than 20 billion yuan (approximately US$2.94 billion) with Tencent Holdings, reinforcing its position in China’s rapidly expanding semiconductor industry. According to sources......

Apple delays Mac Studio refresh as DRAM shortage disrupts plans

Apple’s Worldwide Developers Conference opened with a software-focused keynote that featured no new Mac hardware, reinforcing reports that the next-generation Mac Studio has been delayed. The workstation, expected to launch with M5 Max and M5 Ultra chips, has reportedly been pushed from a mid-2026......

Apple pulls high RAM Mac mini and Mac Studio amid chip shortage

Apple has removed several high-end configurations of the Mac mini and Mac Studio from its online store, as a global memory chip shortage tightens supply across the consumer technology sector. According to reports from 9to5Mac and AppleInsider, multiple models are now listed as unavailable in the United......

Micron surges on HBM4 deliveries and record memory price forecasts

Shares of Micron Technology rose roughly 3 percent in pre-market trading on Monday as investors weighed a string of positive developments: volume shipments of the company's HBM4 memory for NVIDIA's next-generation AI platform, surging contract memory prices, and the fallout from a record second......

China top chipmaker warns of crisis as AI drives memory shortage

The global semiconductor industry is facing its most severe supply strain since the pandemic era, as surging demand from artificial intelligence data centers diverts critical memory components away from consumer electronics. China’s largest contract chipmaker said this week the sector has entered......