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2026-09-14

[News] Anthropic CEO Calls for Slower AI Progress but Flags China Risk; OpenAI Reportedly Rules Out 2026 IPO

As AI capabilities continue to advance, industry leaders are increasingly grappling with how to slow development for safety reasons without giving geopolitical rivals an advantage. According to CNBC, Anthropic CEO Dario Amodei said that the “toughest dilemma” surrounding his proposal to slow AI ...

2026-09-14

[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up

A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as HBM, LPDDR and GDDR high on its wish list. A...

2026-09-14

[News] TSMC Reportedly Targets 22% 2nm, 16%+ 3nm Capacity Boost by Mid-2027; CoWoS to Double by 2028

With 3nm poised to overtake 5nm as TSMC’s largest revenue contributor, the foundry giant is stepping up capacity expansion. The Economic Daily News, citing supply chain sources, reports that TSMC has for the first time outlined its 2027 expansion targets, with 2nm capacity set to grow 22% and 3nm ...

2026-09-14

[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production

As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and novel materials, with production designed aroun...

2026-09-14

[News] China’s High-Purity Quartz Reportedly Qualifies for 300mm DRAM Production, Boosting Materials Localization

China is making further inroads into a critical semiconductor materials supply chain, with domestically produced high-purity quartz now qualifying for use in chip production. According to Tom’s Hardware, Jiangsu Pacific Quartz, a Chinese high-purity quartz (HPQ) producer, says quartz products made...

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