Samsung is reportedly weighing a shift in plans for its new Giheung facility as it prepares for growing NVIDIA-driven HBM demand. According to ZDNet, sources say the company is considering repurposing NRD-K Line 2, currently under construction, from its original R&D role into a foundry productio...

Taiwan’s memory makers are accelerating capacity expansion. According to UDN News, Nanya Technology reportedly plans to build new 12-inch wafer fabs in both Yunlin and Pingtung, targeting next-generation and customized DRAM. The investment is expected to exceed the NT$300 billion committed to Nan...

SMIC announced its latest earnings. According to Star Market Daily, the company reported 2Q26 revenue of US$3.0 billion, up 20% QoQ. Gross profit reached US$760 million, up from US$504 million in 1Q26 and US$450 million in 2Q25. Gross margin rose 5.2 percentage points QoQ to 25.3%. The report notes ...

Just days after unveiling the first High Bandwidth Flash (HBF) standard specifications with SK hynix in early August, Sandisk offered further details at its August 13 Investor Day. According to notes from Mizuho Securities and Goldman Sachs, the company has already taped out its first HBF product, w...

On August 11, Avary Holding released its semi-annual report for 2026. The report shows that as of June 30, Zhongji Innolight (Shanghai) Investment (hereinafter referred to as "InnoLight Investment")—a wholly-owned subsidiary of Zhongji InnoLight (InnoLight)—held 24 million shares of Avary Holdin...