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Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26

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Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce

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Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce

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Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce

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China’s AMEC Reportedly Produces Some of the Most Advanced Etching Tools; SMIC Purchased 800+ Machines

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Japan’s Toilet Maker TOTO Reportedly Sees Ceramics Margins Exceed 40% as It Rides NAND and AI Chip Demand

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Japan’s TOTO, long associated with its toilet business, is emerging as an increasingly important supplier of key semiconductor components.

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China’s Lisuan to Launch 6nm Gaming GPU on March 12, Targeting NVIDIA RTX

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Samsung, SK hynix and Micron Reportedly Rein In Orders to Curb Hoarding as Supply Tightness Persists

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Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have step…

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AI Reportedly to Consume 20% of Global DRAM Wafer Capacity in 2026, HBM and GDDR7 Lead Demand

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