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2026-10-23

[News] Infineon and NVIDIA Expand GaN Power Collaboration for AI Data Centers

On October 21, Infineon Technologies announced an expanded collaboration with NVIDIA in AI data center power delivery during NVIDIA’s GTC developer conference in Berlin. The two companies will jointly develop high-voltage intermediate bus converter (IBC) solutions based on gallium nitride (GaN) po...

2026-10-23

[News] South Korea’s LX Semicon Sells More Than 60 Patents, Marking its Exits from SiC Market

South Korean chipmaker LX Semicon has announced the sale of its silicon carbide (SiC)-related patents, marking its formal exit from the SiC market. According to disclosed information, the company is selling a portfolio of more than 60 patents covering SiC power semiconductor devices and epitaxial...

2026-10-22

[News] Tesla Reportedly to Invest KRW 1.1T to Secure Samsung Electro-Mechanics Substrate Capacity; NVIDIA Also Commits

Samsung Electro-Mechanics is reportedly set to receive a combined KRW 3.7 trillion in investment from Tesla and NVIDIA to expand advanced chip substrate production, as growing AI demand drives capacity expansion across the supply chain. According to Maeil Business Newspaper, citing industry sources,...

2026-10-22

[News] Micron Reportedly Rules Out 4F² DRAM Scaling, Backs 6F² and 3D DRAM in Next-Gen Memory Roadmap

Micron is sticking with its 6F² DRAM architecture rather than adopting 4F², even as Chinese rival CXMT advances the alternative design. According to Nikkei, Scott DeBoer, Micron's president and chief technology and products officer, said during a recent technology webinar that 4F² is not "on the ...

2026-10-22

[News] PSMC Q3 Gross Margin Hits 48% on Memory Price Gains; Eyes 10–20% Mature-Node Price Hikes in 2027

Rising memory prices and tight foundry capacity are boosting earnings at Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC). According to TechNews, third-quarter revenue rose 23% sequentially and 80% annually to NT$21.3 billion, while net profit surged 98% and 338%, respectively, ...

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