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    Is the rise of TPUs about to put Samsung back on top of the HBM market?
    Dec 1, 18:12
    Merck launches semiconductor flagship park in Taiwan focusing on AI and silicon photonics
    Dec 1, 18:09
    Android smartphone sales softened during China's double 11, impacting SoC shipment momentum
    Dec 1, 18:09
    How Google’s Gemini achieved a turnaround in two and a half years
    Dec 1, 18:08
    Apple's potential Intel partnership hinges on 18A-P process maturity by 2027
    Dec 1, 18:08
    Samsung Display upgrades Bac Ninh, Vietnam as new OLED hub to enhance competitiveness
    Dec 1, 18:08
    NEWS TAGGED HBM
    Monday 1 December 2025
    Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
    Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...
    Monday 1 December 2025
    Samsung's HBM3E performance leap propels it to become primary supplier of Google's Ironwood TPU
    Media reports show that Google's Ironwood TPU is equipped with HBM3E from Samsung Electronics and SK Hynix. According to the Korea Economic Daily, Samsung supplied over 60%...
    Monday 1 December 2025
    TSMC reportedly set to take over base-die production in HBM4E generation

    Micron said in its latest quarterly results that it will work with TSMC to produce base logic dies for both standard and custom HBM4E...

    Sunday 30 November 2025
    Samsung reportedly nears December verdict on Nvidia HBM4 tests
    Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
    Friday 28 November 2025
    Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
    To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This...
    Thursday 27 November 2025
    Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

    From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

    Thursday 27 November 2025
    Samsung elevates younger tech execs in largest promotion wave since 2021
    Samsung Electronics approved 161 promotions in its 2026 reshuffle — 51 vice presidents, 93 managing directors, 1 Fellow, and 16 Masters — marking its largest wave since...
    Wednesday 26 November 2025
    SK Hynix drives 65% of SK Group's exports as 2025 totals near record

    Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

    Wednesday 26 November 2025
    Global data center AI chip packaging market forecast, 2024-2030
    Technological Backbone and Future Platforms
    Monday 24 November 2025
    Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
    Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
    Monday 24 November 2025
    Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
    South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
    Sunday 23 November 2025
    SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
    SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...
    Thursday 20 November 2025
    Samsung regains DRAM leadership from DDR5 surge
    In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
    Thursday 20 November 2025
    Rising memory prices put consumer electronics on edge

    The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...

    Wednesday 19 November 2025
    SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
    SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
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    Research Report Database
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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