Latest News Analysis
China’s CXMT and YMTC to memory output
Premium China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as they see an opportunity to close the gap with the big-three incumbents.
Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers
Premium With the first prototypes expected in 2027.
Samsung, SK Hynix, Micron team up to block memory hoarding
Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.
China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies
Premium Glass wafer materials are emerging as a potential and viable alternative to their more conventional, aged organic counterparts.
Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place
Premium The ongoing trade war puts Taiwan and TSMC in a difficult position. As negotiations continue, the country risks giving up its most precious commodity, the might of TSMC.
ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom
Premium ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.
Samsung's Taylor, Texas fab could herald a breakthrough for the chipmaker, company plans 2026 risk production
Premium 50,000 wafer starts per month?
SK hynix invests $10 billion in creating a U.S.-based 'AI solutions' company
Premium Solidigm brand to be spun off into a new subsidiary in the process
