DDR5 memory prices have continued to climb sharply. According to Wccftech, citing 3D Center, Germany’s DDR5 price index rose from 445% to 486% in August, making a typical DDR5 RAM kit nearly 4.9 times more expensive than a year ago. Most higher-capacity modules also recorded double-digit increases...

As TSMC’s Arizona fabs ramp up to meet strong demand from NVIDIA and other Big Tech customers, the U.S. unit has overtaken TSMC Nanjing as the foundry giant’s most profitable overseas subsidiary. Citing TSMC’s 1H26 interim report, Commercial Times and the Economic Daily News report that TSMC A...

On August 11, Vertilite Inc., a leading supplier of compound semiconductor optical chips, signed an agreement to locate its high-end optical communication chip and device R&D and manufacturing base in Changzhou, Jiangsu Province. Representing a total projected investment of approximately RMB ...

At last week’s earnings calls, China’s two leading foundries, SMIC and Hua Hong, reported utilization rates of 93.7% and 102.8%, respectively, underscoring how tightly stretched their capacity has become. Beyond pricing power, the foundries’ next moves on capacity allocation and expansion are ...

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...