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    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    0min ago
    Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
    3min ago
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    4min ago
    AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks
    11min ago
    Strong quarter for Jabil fueled by smart infrastructure and automotive demand
    26min ago
    Column: OpenClaw pulls AI from cloud to the edge
    28min ago
    As Chinese automakers push overseas, Western suppliers reclaim upper hand
    36min ago
    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    Mar 18, 18:59
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    Mar 18, 18:59
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    Mar 18, 18:59
    NEWS TAGGED HBM
    Tuesday 10 February 2026
    China reportedly enters HBM3 mass production as South Korea pushes into HBM4

    China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

    Tuesday 10 February 2026
    Behind Nvidia’s fried-chicken diplomacy
    Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
    Monday 9 February 2026
    Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture
    As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...
    Monday 9 February 2026
    Samsung boosts HBM4 DRAM investment to secure market leadership
    Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
    Monday 9 February 2026
    Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
    The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
    Friday 6 February 2026
    YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
    China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
    Thursday 5 February 2026
    Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
    Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
    Wednesday 4 February 2026
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
    Tuesday 3 February 2026
    AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
    Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
    Tuesday 3 February 2026
    SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
    SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    Micron ramps global memory investments as Nvidia prepares HBM4 rollout

    As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

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    New Power WorldWide 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook