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NEWS TAGGED 2026
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline...
Tuesday 16 September 2025
MediaTek taps TSMC's 2nm for first flagship SoC, mass production set for 2026
MediaTek announced on September 16, 2025, that it has completed the tape-out of its first flagship system-on-chip (SoC) using TSMC's 2nm process, becoming one of the earliest adopters...
Tuesday 16 September 2025
Chinese OLED panel makers ramp up investments in 8.6G lines, boosting equipment demand
Chinese display manufacturers are significantly increasing investments in 8.6G OLED panels for IT applications. These investments, set to accelerate from the second half of 2025 through...
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting...
Tuesday 16 September 2025
Immigration raids raise doubts over Samsung’s 2026 Texas fab schedule
Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
CXMT breaks into CXL memory, putting Samsung and SK Hynix on edge
China's DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market...
Monday 15 September 2025
Korean giants step up investments in India as it emerges as both key manufacturing hub and growing consumer market
According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times...
Monday 15 September 2025
MiniLED's golden era in high-end IT applications fades as OLED MacBook Pro approaches
With Apple officially switching the iPad Pro display to OLED technology in 2024, industry speculation has intensified over whether MiniLED backlighting can maintain its position in...
Monday 15 September 2025
Tata Technologies expands European footprint with EUR75 million acquisition of Germany's ESTEC
According to the Economic Times, CNBC-TV18, and Business Standard, Tata Technologies is accelerating its global expansion and software-defined vehicle ambitions...
Monday 15 September 2025
Exclusive: Micron halts NAND and DRAM quotes after SanDisk price hike, sharper increases looming
Memory manufacturers are swiftly following SanDisk's announcement of a 10% price increase for NAND products, signaling a broader industry move toward higher pricing amid expected...
Sunday 14 September 2025
XPeng flying car orders surpass 5,000 with Europe deliveries targeted for 2026
XPeng Aeroht, the flying car subsidiary of XPeng Motors, is accelerating its global expansion with plans for a debut overseas eVTOL test flight in Dubai in October 2025. Pending successful...
Sunday 14 September 2025
Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

Intel is tightening its PC processor roadmap, confirming it will roll out an Arrow Lake Refresh in 2026 and follow with the next-generation...

Saturday 13 September 2025
SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands
SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial...
Saturday 13 September 2025
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints...