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2026-10-14

[News] CanSemi Debuts on ChiNext, Raising CNY 7.5 Billion to Expand Specialty Processes and Silicon Photonics

CanSemi Technology Inc. made its debut on the ChiNext board of the Shenzhen Stock Exchange on October 13, with an IPO price of CNY 12.01 per share. Shares opened at CNY 45, up 274.69%, valuing the company at approximately CNY 129.5 billion. Founded in 2017 in Guangzhou's Huangpu District, CanSemi...

2026-10-14

[News] Musk Says China Is Rapidly Advancing in LPDDR5/LPDDR6, Highlights Its Mass Production Capabilities

China's memory industry is making rapid advances, raising questions about its potential impact on global competition. According to UDN News, Elon Musk suggested in a post on X that RAM could be the next sector to face intense competition from China's large-scale manufacturing capabilities, although ...

2026-10-13

[OCP in Focus] SK hynix Drives up to 5x Faster Time-to-First-Token with MARS; HBF Expands Capacity by 14x

To break free from the ongoing memory crunch, SK hynix is pushing the boundaries of AI infrastructure beyond conventional HBM solutions. At the OCP Global Summit 2026, SK hynix Senior Vice President Hoshik Kim introduced MARS (Memory-Centric AI Rack-Scale System), a disaggregated rack-scale architec...

2026-10-13

[News] Samsung Showcases CXL Memory Expansion With AMD at OCP 2026, Expands AI Memory Push Beyond HBM

As AI workloads drive growing demand for both memory bandwidth and capacity, memory makers are expanding their portfolios to include a wider range of AI memory solutions. According to ZDNet, Samsung Electronics teamed up with AMD to demonstrate a Compute Express Link (CXL)-based memory expansion sol...

2026-10-13

[OCP in Focus] Lisa Su Calls 2026 “Year of Inference” as AMD Lifts 2030 CPU TAM Forecast to $200B+

AMD CEO Lisa Su expressed strong confidence in the CPU market’s growth prospects during her keynote at the OCP Global Summit 2026 on October 12. Here are the key takeaways from her remarks, as captured by TrendForce on-site. CPU TAM Forecast Raised to Over US$200B by 2030 AMD CEO Lisa Su expects...

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