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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
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...
In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...
