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2026-09-01

[News] Samsung Unveils Memory Roadmap at SEMICON: HBM5 Targets 2× HBM4E Performance, zHBM 8× Boost

Following Hot Chips 2026 in August, Samsung has revealed fresh details on its next-generation HBM and zHBM at SEMICON Taiwan 2026. On Sept. 1, Jangseok Choi, corporate vice president of Memory Product Planning at Samsung Electronics, said the company’s HBM5 is targeting 2× the performance and 20%...

2026-09-01

[News] Intel CFO Says 14A Defect Reduction Fastest Since 22nm; Customer Talks Reportedly Grow Ahead of 2028 Ramp

Intel’s latest 14A progress is drawing attention after CFO David Zinsner said the node’s defect density is improving faster than expected. According to a transcript from Investing.com, Zinsner said at Deutsche Bank’s 2026 Technology Conference that 14A defect density was tracking better than I...

2026-09-01

[News] ASML Advances High-NA EUV Toward HVM as 10 Systems Reportedly Go Live at 4 Customers

As chipmakers accelerate their push toard advanced nodes, ASML highlighted the growing readiness of High-NA EUV for high-volume manufacturing (HVM) at SEMICON Taiwan 2026, which kicked off this week, TechNews reports, citing Greet Storms, ASML’s senior vice president and head of High-NA EUV produc...

2026-09-01

[News] HBM3E Spot Prices Said to Be 4–5× LTA Levels, with Samsung Reportedly Locking 70% of Capacity Through 2031

South Korea is exporting less DRAM at sharply higher prices as memory supply tightens. According to Seoul Economic Daily, citing Korea International Trade Association data released Aug. 31, exports of DRAM used in AI chips, including HBM and low-power double data rate (LPDDR) memory, fell 13.2% from...

2026-09-01

[News] NVIDIA’s First Investment in a Taiwan-Listed Firm in Spotlight: What the MediaTek Deal Means for the AI Race

MediaTek announced Monday evening that it plans to issue US$3.9 billion in ECBs, which are scheduled to list on the Singapore Exchange on September 8. NVIDIA, as a strategic investor, will subscribe to 17,500 units worth US$3.5 billion, accounting for nearly 90% of the total offering, Commercial Tim...

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