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    China's data center power supply outpaces US amid growing AI demand
    38min ago
    AI hallucinations remain challenge despite advances in LLM, says NTU professor
    38min ago
    G2 AI race: US chases AGI breakthroughs, China eyes practical AI deployment
    38min ago
    DeepSeek’s shock fades, leaving China’s AI to face reality
    39min ago
    Samsung snaps up Intel engineers as layoffs flood market with talent
    39min ago
    Bubble fears mount in AI, but edge players still bet on steady gains
    39min ago
    Taiwan firm turns to AI for logistics automation
    41min ago
    Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust
    44min ago
    Heron to list in Taiwan with boron neutron cancer therapy device
    47min ago
    NEWS TAGGED MEMORY CHIPS
    Saturday 23 August 2025
    Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
    Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
    Saturday 23 August 2025
    Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
    Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
    Friday 22 August 2025
    eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market
    As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

    Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

    Wednesday 20 August 2025
    Huawei turns to software to ease pain from China's scarce AI memory
    The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Tuesday 19 August 2025
    SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
    The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
    Tuesday 19 August 2025
    China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
    China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
    Monday 18 August 2025
    Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
    Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...
    Monday 18 August 2025
    Strong demand for advanced nodes drives Topco's 1H25 revenue growth
    Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...
    Monday 18 August 2025
    Commentary: Can Trump's stake-in steer Intel to recovery?
    The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.
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