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    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    6h 1min ago
    Breaking down the challenges facing the new Apple CEO
    6h 1min ago
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    6h 2min ago
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    6h 2min ago
    Memory price surge hits India smartphone shipments in 1Q26
    6h 2min ago
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    6h 2min ago
    NEWS TAGGED HBM
    Wednesday 22 April 2026
    Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
    Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product...
    Tuesday 21 April 2026
    ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
    ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
    Tuesday 21 April 2026
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia
    Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's...
    Friday 17 April 2026
    OpenAI's HBM push signals a new AI memory arms race
    A recent report by South Korea's Chosun Biz highlights how OpenAI is actively building a dedicated supply line with Samsung Electronics to secure high-bandwidth memory (HBM)...
    Thursday 16 April 2026
    Samsung targets May HBM4E samples for Nvidia after validation

    Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
    Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
    Tuesday 14 April 2026
    DDR5 dethrones HBM as memory's top profit engine
    The AI boom has reshuffled memory industry priorities. DDR5 modules have overtaken high-bandwidth memory (HBM) as the primary profit source for manufacturers — a reversal few...
    Monday 13 April 2026
    Qualcomm moves into custom DRAM with CXMT for smartphones
    Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
    Friday 10 April 2026
    SK Hynix M15X reportedly ramps early production
    SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
    Friday 10 April 2026
    CXMT targets 12-layer HBM production by 2027, closing gap with Korea
    China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
    Thursday 9 April 2026
    Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

    Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

    Thursday 9 April 2026
    CXMT IPO delay eases DRAM supply risks, supports pricing cycle
    China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
    Monday 6 April 2026
    China 2.5D packaging demand surges, supporting Korean backend equipment growth
    China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
    Thursday 2 April 2026
    Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

    Samsung Electronics and SK Hynix are reportedly stepping up efforts to advance hybrid bonding for next-generation high-bandwidth memory...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook