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2026-08-04

[News] NVIDIA RTX 50 Prices in Korea May Rise Up to 30% From Aug. on Higher TSMC Wafer and GDDR7 Memory Costs

Higher wafer and memory costs are beginning to push up graphics card prices. According to ZDNet, sources say prices for NVIDIA's GeForce RTX 50 series graphics cards in South Korea could rise by as much as 30% this month. The report attributes the expected price increases to higher wafer and GDDR7 m...

2026-08-04

[News] CXMT Reportedly Eyes Second Beijing 12-inch DRAM Fab; HP, Asus, and Acer Said to Begin Limited Use

China's DRAM maker CXMT is reportedly considering another major capacity expansion. According to Reuters, sources say CXMT is weighing plans to build a second 12-inch DRAM fab in Beijing and is seeking at least RMB 60 million (US$8.9 million) in funding from the governing body of the Beijing Economi...

2026-08-04

[News] PSMC Reportedly Becomes Intel’s Exclusive EMIB Silicon Capacitor Supplier; UMC May See Order Boost

Intel's EMIB-T advanced packaging ecosystem is driving strong order momentum across its supply chain. According to Economic Daily News, Powerchip Semiconductor Manufacturing Corp. (PSMC) has entered Intel's EMIB-T supply chain through its 12-inch integrated passive device (IPD) platform, becoming th...

2026-08-04

[News] SK hynix, SanDisk Debut HBF Standard to Challenge AI Memory Bottlenecks with Google, Tenstorrent Support

Six months after SK hynix partnered with SanDisk to drive High Bandwidth Flash (HBF) standardization, the consortium has reached a key milestone by unveiling the first HBF standard specifications. According to SK hynix, the inaugural specification supports capacities of up to 512GB using 8-high and ...

2026-08-04

[News] Across-the-Board 30% Price Hike: MLCC Price Surge Intensifies

With a single AI server cabinet consuming up to 440,000 high-end MLCCs, Samsung Electro-Mechanics reporting a profit surge exceeding 100%, and Japanese and South Korean giants pushing a comprehensive 30% price increase, the passive component industry is now facing a tight-supply dynamic where even i...

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