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Recent Posts
- [News] China’s OSATs 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] AMD Flags Intel–NVIDIA Deal Risks; Key Team Blue AI Executive Reportedly Moves to Rival
NVIDIA’s plan to co-develop chips for PCs and data centers with Intel has raised questions about the impact on longtime rival AMD. According to CRN, AMD noted in a recent SEC filing that Intel’s partnership with NVIDIA could “increase competition …
[News] SanDisk: NAND Undersupply Extends Beyond 2026 as Customers Seek 2027 Supply
As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now …
Posted in NAND Flash, Semiconductors
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[News] Google Unveils 7th-Gen TPU Ironwood with 9,216-Chip Superpod, Taking Aim at NVIDIA
Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors
Tagged Google, TPU
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[News] TSMC Reportedly Notifies Clients of 8–10% Sub-5nm Hike in 2026, Apple A- & M-Chips Affected
Amid growing speculation that TSMC has begun alerting clients to a 2026 price hike, new reports are adding fuel to the fire. According to a Naver post by leaker yeux1122, cited by MacRumors and Wccftech, the foundry giant has notified …
[Insights] China’s Chip Equipment Industry Rides 2025 IPO Wave to Boost Localization
Alongside acquisitions and support from national funds, China’s chip equipment sector has also welcomed a wave of new IPOs this year. In the testing equipment segment, Sidea Semiconductor Equipment was successfully listed on the Shenzhen Stock Exchange on March 24. …