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2026-07-22

[News] AI Data Center Demand Revives HDD; Japanese Component Makers TDK, Resonac Expand Capacity

Hard disk drives (HDDs) are regaining attention as AI data center operators seek cost-effective, high-capacity storage to support rapidly growing data volumes. According to The Elec, although HDDs gradually lost ground to solid-state drives (SSDs), they are now poised for a rebound. The report says ...

2026-07-22

[News] Samsung Reportedly Builds Hybrid Bonding Mass Production Line; Full-Scale Deployment Seen in 2029–2030

With next-generation HBM advancing, attention is increasingly turning to the commercialization of hybrid bonding. According to The Elec, citing industry sources, Samsung Electronics is establishing a mass production line equipped with around 50 die-to-wafer (D2W) hybrid bonders at its Pyeongtaek cam...

2026-07-22

[Insights] Memory Spot Price Update: DRAM Spot Market Edges Higher as Branded DDR4 Demand Supports Prices

According to TrendForce’s latest memory spot price trend report, DRAM spot prices edged higher this week as branded DDR4 chips attracted more inquiries, though cautious buying and limited supplier willingness kept trading activity subdued. In NAND Flash, the spot market remained under pressure ami...

2026-07-22

[News] Wistron Produces First U.S.-Made GB300 Baseboard; D1 Factory Represents Just 5% of NVIDIA’s Output

Wistron officially inaugurated its D1 AI Smart Factory in Fort Worth, Texas, on July 21 (U.S. Central Time). According to Commercial Times, the site is the first in the U.S. to manufacture and mass-produce NVIDIA GB300 Grace Blackwell Ultra Superchips. The nearly US$700 million factory spans approx...

2026-07-22

[News] TSMC Reportedly Plans Up to 10% Price Hikes in 2027, with Extra HPC Premiums: Apple, NVIDIA in Focus

While TSMC said at last week’s earnings call that it would avoid drastic price hikes like the 4–5x increases seen among memory players, Nikkei reports that the foundry giant plans to delay price increases until 2027, giving customers more time to prepare after negotiations. Prices for both advan...

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