SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with the HBM4E generation, a move that...

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement leverage comes back.

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings of seven companies say the...

The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single number. It was the shape of the...

Philippe Notton has spent nearly 20 years traveling to Taiwan roughly once a month. That rhythm—born from his time at MStar Semiconductor and deepened across four...

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved China can manufacture DRAM, the memory...

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's...