Nanya Technology reported strong third-quarter 2026 earnings, driven by surging DRAM prices and robust AI demand. According to MoneyDJ, Nanya reported consolidated revenue of NT$133.65 billion, up 61.9% QoQ. DRAM average selling prices (ASPs) rose more than 60% QoQ, while shipment volume declined by...

Ahead of TSMC’s earnings call this Thursday, its $2 billion silicon interposer manufacturing deal with U.S. foundry GlobalFoundries is drawing attention. As Commercial Times notes, silicon interposers do not require leading-edge nodes such as 2nm or 3nm. With its existing 65nm interposer platform,...

CPU price hikes are gaining momentum in October, fueled by growing demand for AI PCs and servers and rising advanced-node manufacturing costs. According to Commercial Times, Intel and Qualcomm have raised prices for certain processor products, while AMD is reportedly preparing adjustments of its own...

With ASML set to report its latest earnings on October 14, the semiconductor equipment industry is seeing stronger demand and growing pricing power as chipmakers expand capacity to support AI-related growth. According to The Elec, ASML reportedly plans to raise prices by 10% on all replacement parts...

Following its September announcements of mass production for its fifth-generation DRAM platform (G5) and LPDDR6, Chinese memory maker CXMT has unveiled another technology advance. According to Yicai Global, CXMT President Cao Kanyu introduced the company's 4F² DRAM architecture at the October 10 In...