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2026-08-31

[News] CXMT Gross Margin Hits 87% in Q2 to Rival Memory Giants, as LPDDR6 Mass Production Reportedly Begins

China’s DRAM leader CXMT has released its first half-year earnings report since going public, swinging into profit with net earnings of RMB 77.6 billion as revenue surged 873.64% YoY to RMB 150.3 billion. Beyond the headline numbers, CXMT’s half-year report offers several other key takeaways. He...

2026-08-31

[News] Powertech Bets NT$70B on World’s First Panel-Level AI Chip Packaging in 2027, Potentially Ahead of TSMC

Taiwan’s Powertech Technology is moving to bring panel-level packaging into AI chip production. According to Nikkei, the company plans to begin production at what it says will be the world’s first panel-level chip packaging facility for AI chips as early as 2027, targeting server CPUs, AI comput...

2026-08-31

[News] Intel’s Advanced Packaging, Led by EMIB-T, Set to Hit Its Stride in 2029; DRAM Manufacturing Ruled Out

Intel is gaining momentum in advanced packaging, with tech giants such as Google reportedly showing interest in its EMIB (Embedded Multi-die Interconnect Bridge) technology amid ongoing CoWoS supply constraints. Citing CFO David Zinsner’s remarks at Deutsche Bank’s 2026 Technology Conference on ...

2026-08-28

[News] Apple Foldable Screen Repair Could Top $1,155, Nearly Twice Galaxy Z Fold 8

Apple’s first foldable iPhone could come with an unusually high repair bill. According to Forbes, Ricky Panesar, founder of repair specialist iCorrect.co.uk, estimates that an inner-screen replacement could cost around £850 ($1,155) or more, potentially making it Apple’s most expensive handheld...

2026-08-28

[News] Micron Taiwan Strike Vote Possible in Sept. as ~80% Union Back Action Over Bonus Gap With Samsung, SK hynix

Surging memory prices are lifting profits at Samsung, SK hynix, and Micron, while also fueling demands for higher employee payouts. According to Commercial Times, Micron’s two major unions in Taiwan are calling for the company’s Incentive Pay Plan (IPP) to be replaced with what they consider a f...

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