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2026-09-07

[News] SK hynix 1c DRAM Reportedly to Overtake 1b as Main Process in 1Q27 as It Prepares for HBM4E

As demand grows for high-value memory used in servers and AI, SK hynix is accelerating its shift to more advanced DRAM. According to Chosun Biz, SK hynix is rapidly expanding production of its sixth-generation 10nm-class (1c) DRAM, which is set to become the core memory die for its next-generation H...

2026-09-07

[News] Apple Said to Have Signed NAND LTA with Kioxia Seen as Likely Partner; Foldable iPhone Memory Suppliers in Focus

Ahead of Apple’s product launch event later this week, memory is back in the spotlight as surging prices put the company’s sourcing strategy under close watch. South Korean media outlet Economy Tribune reports that Apple has recently turned to a long-term supply agreement (LTA) for NAND, marking...

2026-09-07

[News] Huawei Addresses Tau Scaling Heat Concerns as Kirin 2026 Tests Show ~55% Higher Density but Lower Power

Huawei is offering new data to support its chip-scaling approach, suggesting that higher transistor density does not necessarily come at the cost of higher power consumption. According to Global Times, a new paper by Huawei semiconductor segment chief He Tingbo on the company's Tau (τ) Scaling Law...

2026-09-07

[News] TSMC’s 3nm Reportedly to Overtake 5nm as Top Revenue Node in 2H26; Output Value Could Top NT$400B

TSMC’s 3nm node is set for a stronger ramp in 2H26, fueled by surging demand for AI and high-performance computing (HPC), particularly as NVIDIA’s Rubin platform ramps up. Citing analysts, the Economic Daily News reports that 3nm is expected to overtake 5nm in revenue contribution for the first ...

2026-09-07

[News] TCL Outlines Strategic Roadmap for Optical Communications

During its Investor Open Day on August 28, TCL Technology detailed its strategic layout in optical communications for the first time. TCL’s management noted that the optical communications industry is on the verge of major development opportunities. The company expects to execute its roadmap fo...

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