Samsung Electronics’ NAND flash facility in Xi’an, China, is reportedly seeing a decline in wafer output as it undergoes equipment upgrades. According to Chosun Biz, monthly NAND wafer production has declined year on year, with output estimated to have fallen by about 5%–6% from a previous lev...

Ahead of its earnings release tomorrow, SK hynix announced another major investment amid the AI memory boom, holding a groundbreaking ceremony for its P&T7 facility in Cheongju on the 22nd. According to Reuters and a company press release, the KRW 19 trillion (US$12.85 billion) project will be b...

Amid a continued surge in AI computing demand, the CPU market is entering a new wave of price increases. According to Commercial Times, ODMs indicate that since March, consumer and server CPU prices have risen by 5%–10% and 10%–20%, respectively. Supply chain sources also say major international...

While PSMC swung back to profit in Q1 amid surging memory demand, the Taiwanese chipmaker has also been lifting prices across multiple product lines. Citing company president Martin Chu, Liberty Times reports that PSMC sharply raised DRAM foundry pricing in March, while NAND flash wafer start prices...

Per a report by The Information citing multiple sources, Chinese large language model (LLM) contender DeepSeek is initiating its first external equity financing since inception. The company aims to raise at least USD 300 million at a valuation of no less than USD 10 billion. As of press time, DeepSe...