South Korean chipmakers could use memory expansion to challenge China

Oct 15, 2026

South Korean semiconductor makers could use expanding memory chip production capacity to regain market share from Chinese rivals, as a shortage of conventional memory...

Samsung, Apple outpace rivals as global memory chip crunch hits Chinese smartphone makers

Apr 28, 2026

Samsung Electronics and Apple are currently navigating a tightening global memory chip supply that is simultaneously squeezing Chinese smartphone vendors and reshuffling market leadership....

Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers

Jun 26, 2026

The emergence of low-cost artificial intelligence (AI) models is unlikely to slow AI investments. Instead, it could increase demand for computing infrastructure, according to...

New Nvidia AI chip design raises questions over HBM demand: Report

Mar 16, 2026

Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026...

Chip shortage eases, offering hope for automobile makers: CRISIL

Oct 26, 2023

According to a press release by CRISIL Ratings, the scarcity of semiconductors, essential components in a wide range of electronic devices, had a significant...

Samsung overtakes Micron in chips for cars to claim top spot; Captures 40% market share

Jun 01, 2026

Samsung Electronics has overtaken Micron Technology to become the world's top automotive memory chip supplier, capturing a 40 per cent market share as its...