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- [News] China’s OSAT Giants Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund
- [News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch
- [News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038
- [News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads
- [News] MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market
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Monthly Archives: November 2025
[News] Nittobo Expands Glass-Fiber Output with Nan Ya; Nan Ya to Handle 20% by 2027 Amid AI Surge
With AI demand surging, electronic materials suppliers are aggressively expanding to capture the market. Nan Ya Plastics announced today that it has formed a strategic partnership with Japan’s specialty glass-fiber giant Nittobo to jointly expand supply capacity and meet rapidly …
[News] NVIDIA Might Stop Bundling VRAM with GPUs amid Memory Crunch, Squeezing Smaller Board Partners
While memory crunch intensified, the wave is not only blowing to consumer products like smartphones and PCs, but even the biggest tech giant is feeling the pinch. Tom’s Hardware, citing leaker Golden Pig Upgrade, reports that NVIDIA has stopped bundling …
[News] Korean Researcher Says HBM9 Could Arrive in 2040, With Performance Said to Reach 60× HBM4
HBM4 isn’t even in mass production yet, but the industry is already sketching out HBM9. According to The Elec, Yang Jun-mo, a principal researcher at the Korea Nanofab Center (NNFC), predicts that HBM9—expected to debut around 2040—will deliver performance more …
[News] Tantalum Capacitor Rally on AI: Panasonic Reportedly Hikes 15–30%, Yageo Rides Wave
As global hyperscalers ramp up AI server data-center expansions, memory isn’t the only component in tight supply. Following recent price hikes by U.S. suppliers, Panasonic has informed distributors and direct customers of 15–30% increases on select tantalum capacitor models, Commercial …
Posted in Cloud / Edge Computing, Emerging Technologies, Semiconductors
Tagged Panasonic, Yageo
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[News] Baidu Reportedly Launches Its Biggest Layoffs in Years as It Overhauls Its AI Business
Tech layoffs are spreading, and China’s tech giant is no exception. According to sources cited by South China Morning Post, Baidu is trimming staff across key divisions and reshaping parts of its AI organization as it seeks to streamline operations …