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    Anduril boosts Taiwan sourcing 15x, considering local production
    10h 18min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    10h 18min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    10h 18min ago
    CPO production delay may boost growth of LPO and NPO
    10h 18min ago
    Taiwanese chips gain from non-China drone supply chain demand
    10h 18min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    10h 18min ago
    NEWS TAGGED HBM4
    Tuesday 9 June 2026
    Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
    Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
    Tuesday 9 June 2026
    SK Hynix orders Hanmi equipment for HBM4 capacity buildout
    SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
    Tuesday 9 June 2026
    Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
    Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and...
    Tuesday 9 June 2026
    Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia
    Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue...
    Friday 5 June 2026
    Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows
    Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...
    Thursday 4 June 2026
    HBM4 supply in focus as SK's Chey meets TSMC's Wei
    SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom...
    Wednesday 3 June 2026
    Micron's HBM4 push signals bigger Nvidia supply role
    Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
    Friday 29 May 2026
    Samsung begins shipment of HBM4E samples as AI memory competition intensifies
    Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Monday 18 May 2026
    Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up
    Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...
    Friday 15 May 2026
    Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
    Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
    Wednesday 13 May 2026
    Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand
    Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...
    Monday 11 May 2026
    Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
    Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
    Monday 11 May 2026
    AI inference boom fuels memory race, with Samsung in pursuit
    AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
    Tuesday 5 May 2026
    SK Hynix disputes report on M15X memory investment shift

    SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook