ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
Korea’s ‘father of HBM’ sees 1,000x AI memory surge as Google’s TurboQuant faces real-world tests
CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
MetaX GPU revenue jumps 75%, losses narrow on AI demand
Meta’s 1Q26 earnings redraw the AI hardware map
Microsoft’s capex plans draw scrutiny as Azure demand outstrips capacity
Microsoft executives defended the company’s rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.
Memory crunch squeezes smartphone SoC market as Samsung gains share
Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage weighed on handset makers and chipset vendors, according to Counterpoint Research.
Samsung memory buyers lock in longer deals as 2027 demand comes early
Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for 2027, underscoring how tight supply is reshaping negotiations across DRAM, HBM, and server storage.