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Friday 19 September 2025
Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
Friday 19 September 2025
Samsung gains edge as Micron falters on Nvidia's HBM4 demands
As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...
Friday 19 September 2025
Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth
US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...
Friday 19 September 2025
Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence
Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...
Friday 19 September 2025
Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory...

Thursday 18 September 2025
Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...
Thursday 18 September 2025
SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven...
Wednesday 17 September 2025
SK Hynix leads South Korean companies in operating profit and tax payments in 1H25
In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Saturday 13 September 2025
SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands
SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial...
Friday 12 September 2025
Nvidia reportedly asks Samsung to double GDDR7 memory orders
Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue...
Friday 12 September 2025
SEMICON Taiwan 2025: Hanmi Semiconductor unveils large 2.5D packaging equipment
The rising demand for AI servers and high-end GPUs has fueled growth in large-size 2.5D interposers, and Hanmi Semiconductor is moving quickly to capture this opportunity. At SEMICON...
Friday 12 September 2025
SEMICON Taiwan 2025: Hanwha Semitech maps out roadmap for advanced packaging equipment with 2026 launch plans
Hanwha Semitech has announced a new strategic roadmap to strengthen its position in the advanced semiconductor packaging equipment market, unveiling next-generation systems set to...
Thursday 11 September 2025
PTI aims to be first FOPLP supplier in AI server supply chain
Fan-out panel-level packaging (FOPLP) is poised to become the next-generation advanced packaging technology, driving industry competition and research investment. Leading outsourced...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...