6 stories · “memory”.
Samsung's Q3 operating profit hit KRW 107.4 trillion, the first above KRW 100 trillion for a tech company, as memory earned 99% and devices lost money.
SK Hynix posted record third-quarter 2026 revenue of 104.62 trillion won and an 80% operating margin, with HBM4 set to outsell HBM3E in the fourth quarter.
CXMT said on 20 September 2026 that its fifth-generation DRAM platform is in mass production, using quadruple patterning to reach an 11.95nm array half-pitch without EUV.
Winbond will pay $1.12 billion in cash for Infineon's NOR Flash and F-RAM business, reviving the Spansion name as a standalone US-headquartered memory maker.
SK Hynix is in exploratory talks with Intel about producing memory chips on US soil for the first time, with Intel's delayed Ohio complex as one option.
Samsung's HBM4 yield has reportedly reached 80%, the industry's 'golden yield' threshold, unlocking volume supply for major Nvidia and AMD accelerators.
