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    SMIC reenters advanced packaging with major team expansion in Shanghai
    11h 1min ago
    Taiwan govt courts Foxconn to invest in AI computing centers with tax incentives
    11h 1min ago
    Zhen Ding invests CNY40 billion in Huai'an to expand high-end PCB capacity for AI supply chain
    11h 1min ago
    SK Hynix reinforced collab with TSMC at North America technology forum
    11h 1min ago
    Google leads ASIC server growth with rising Taiwan foundry involvement
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    Chip assembly and testing supply tightness drives major cost pressure for chipmakers
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    NEWS TAGGED HBM
    Thursday 23 April 2026
    SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel

    SaiMemory, a next-generation memory developer established by SoftBank, said on April 22 that its development project has been selected...

    Thursday 23 April 2026
    SK Hynix dismisses peak fears, points to structural memory upcycle

    SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

    Thursday 23 April 2026
    SK Hynix flags persistent HBM shortage as demand outpaces supply
    SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
    Thursday 23 April 2026
    Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market
    Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...
    Thursday 23 April 2026
    Google debuts TPU 8t and 8i as AI workloads diverge
    Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...
    Thursday 23 April 2026
    SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity
    SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication...
    Thursday 23 April 2026
    SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter
    SK Hynix reported its strongest quarterly results on record in the first quarter of 2026, with revenue of 52.58 trillion won (approximately US$37.9 billion), operating profit of 37.61...
    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...
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    BIZ FOCUS
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook