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2026-03-06

[News] “China’s ASML” by 2030? SMIC, Naura and Other Chip Leaders Call for National Effort

China has been accelerating its push for semiconductor self-reliance amid U.S. restrictions, and a new article written by the country’s leading chip executives has outlined a strategic roadmap. According to South China Morning Post, top figures in China’s semiconductor industry co-authored the p...

2026-03-06

[News] Industry Weigh 825–900 μm HBM Thickness for 20-High Stacks, Potentially Slowing Hybrid Bonding

Major semiconductor companies are reportedly considering easing thickness standards for next-generation HBM, as future generations such as HBM4E and HBM5 are expected to adopt 20-layer stacking. According to ZDNet, while the current HBM4 thickness standard is 775 micrometers (μm), industry discussi...

2026-03-06

[Insights] Early March Panel Prices: TV Strength Continues; MNT Turns Up While NB Weakness Moderates

.TV Entering March, TV demand has remained stable. North American distributors have recently agreed to raise retail prices for small- and mid-sized TVs starting in the second quarter, boosting TV brands’ confidence to increase panel procurement. With demand holding steady, panel makers are al...

2026-03-06

[News] Apple Reportedly Uses A18 Pro with 8GB RAM in MacBook Neo Amid TSMC Supply Constraints

Apple’s newly launched MacBook Neo features the A18 Pro chip, prompting questions about why the laptop does not use the newer A19 Pro. According to Wccftech, sources say supply constraints prevented Apple from adopting the A19 Pro, as limited supply from TSMC meant the company could not secure eno...

2026-03-06

[News] U.S. Reportedly Mulls Tiered AI Chip Export Rules, 200K+ Units Need Investment, Official Assurances

Amid uncertainty surrounding exports of NVIDIA’s H200 GPU to China, U.S. officials are reportedly weighing a new framework to tighten oversight of AI chip shipments. According to Reuters, Washington is considering rules that could require foreign governments to commit to investing in U.S. AI data ...

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