Competition among memory suppliers in the HBM4 segment is heating up. According to ZDNet, Samsung Electronics edged ahead of SK hynix and Micron on the 12th by announcing its HBM4 mass-production shipments. Even so, the overall HBM4 supply dynamics this year are likely to hinge primarily on NVIDIA�...

Kioxia reported its third-quarter earnings on February 12. As noted in its earnings presentation, for the three months ended December 31, 2025, the company posted record-high revenue of 543.6 billion yen, up 21.3% QoQ and 20.8% YoY. Net income reached 89.5 billion yen, up 114.9% QoQ and 17.3% YoY, w...

Despite booking a $252 million penalty tied to illegal equipment shipments to China, Applied Materials still delivered a confident outlook. According to Bloomberg, the company projected fiscal second-quarter revenue of about $7.65 billion — well above analysts’ consensus of $7.03 billion for the...

China’s AI model race is accelerating. According to South China Morning Post, Chinese AI start-up DeepSeek has upgraded its flagship model with a significantly expanded context window and more up-to-date knowledge, fueling anticipation for its next major release. As part of the upgrade, the rep...

While Tower Semiconductor has just unveiled a silicon photonics partnership with NVIDIA, its ties with another major chipmaker appear to be unraveling. According to Israeli outlet CTech, Tower disclosed that Intel intends to withdraw from a 2023 production agreement under which the U.S. semiconducto...