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    AmTRAN's high-value product shipments boost 1Q26 revenue
    17min ago
    Column: Embodied AI reshapes real-world automation marks ChatGPT moment for robots
    40min ago
    NEWS TAGGED HBM
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity...

    Wednesday 20 August 2025
    Huawei turns to software to ease pain from China's scarce AI memory
    The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Tuesday 19 August 2025
    SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
    The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the second...
    Tuesday 19 August 2025
    China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
    China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
    Monday 18 August 2025
    Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
    China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin...
    Monday 18 August 2025
    SK Hynix labor dispute delays Nvidia HBM supply talks
    A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening...
    Monday 18 August 2025
    Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow
    Samsung Electronics' global DRAM market share slipped to 32.7% in the first half of 2025, down 8.8% from 41.5% a year earlier, according to its August 14 semiannual earnings report,...
    Friday 15 August 2025
    China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
    ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's drive...
    Friday 15 August 2025
    Samsung plays the long game on DDR4 as rivals exit for DDR5
    Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory in...
    Friday 15 August 2025
    Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
    Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...
    Thursday 14 August 2025
    Global DDR5 market pressured by CXMT's ramp-up
    After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
    Wednesday 13 August 2025
    Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
    Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
    Wednesday 13 August 2025
    China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

    China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

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    Research Report Database
    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