ai memory demand

Samsung Electronics is reportedly targeting 2029 for operations at the first fab in its Yongin National Industrial Complex, moving the start date forward by one to two years from the previously expected 2030–2031 window. BusinessKorea and Chosun Ilbo first reported the revised schedule on July...

Phison’s chief executive has given one of the starkest public warnings yet about the memory market: a worsening shortage of DRAM and NAND flash that he says will force many consumer electronics companies to shut down or exit product lines in 2026. The claim — confirmed by multiple industry...

Global PC shipments closed the holiday quarter with a surprise surge, but that uptick masks a brewing supply shock that could make 2026 a far more expensive and volatile year for PC buyers and builders than most expected. Background The fourth quarter of 2025 produced an unexpected gain for the...