TAIPEI – Tight DRAM supply expected to persist through 2027 is prompting Nvidia to evaluate lower HBM configurations for its next-generation Rubin Ultra AI platform, according to TrendForce.

MILPITAS, CA -- Worldwide silicon wafer shipments increased 7% year-over-year in the second quarter as AI demand continued to drive semiconductor production, according to SEMI's Silicon Manufacturers Group.

TAIPEI, TAIWAN -- Global NAND Flash supply is expected to outpace demand in the second half of 2027, easing the supply constraints that have persisted throughout 2026, according to TrendForce.

BOSTON -- Global smartphone shipments declined 6% year-over-year to 277 million units in the second quarter, according to IDC, as soaring memory costs continued to pressure lower-priced devices while premium brands expanded their market share.