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    China's domestic GPU growth hinges on Huawei and SMIC manufacturing
    7h 52min ago
    Samsung Display leads iPhone panel supply with foldable models boosting growth
    7h 52min ago
    Decline of smartphone camera lens: manufacturers shift to high-performance and auto markets
    7h 52min ago
    SMIC plans full acquisition of subsidiary amid state capital exit
    7h 52min ago
    The challenges of automotive camera growth in 2025
    7h 52min ago
    Foxconn to be the main beneficiary of sovereign AI investment surge
    7h 53min ago
    NEWS TAGGED MICRON
    Thursday 28 August 2025
    US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
    The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...
    Thursday 28 August 2025
    Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
    Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
    Saturday 23 August 2025
    Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
    Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
    Friday 22 August 2025
    Equity-for-subsidies: Samsung and Seoul fear US govt overreach
    The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
    Friday 22 August 2025
    TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
    The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

    Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    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...

    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...
    Wednesday 13 August 2025
    Micron walks away from China's mobile NAND market, opening doors for rivals
    Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
    Tuesday 12 August 2025
    Micron reportedly trims China workforce, focusing on R&D and support functions
    Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical...
    Tuesday 12 August 2025
    Micron raises outlook on strong DRAM pricing, AI demand
    Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
    Thursday 7 August 2025
    Micron launches AI-focused SSD line featuring world's first Gen6 NVMe drive
    Micron Technology has launched three data center SSDs aimed at the AI application market, featuring 232-layer stacked G9 NAND technology and introducing the world's first PCIe Gen6...
    Thursday 7 August 2025
    Global chip giants unleash US$135 billion fab spending spree as AI demand soars
    Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
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    TPCA
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Monday 1 September 2025
    Holtek Semiconductor to Participate in Electronica India 2025
    Friday 29 August 2025
    Streaming Giants Turn into Financial Powerhouses
    Thursday 28 August 2025
    SK hynix Starts Supplying Mobile DRAM with Highly Efficient Heat Dissipation
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES