Market speculation has been swirling that global memory giant Micron is evaluating a potential acquisition of PSMC’s new 12-inch fab in Tongluo, Miaoli, Taiwan. According to Commercial Times, PSMC says it is in ongoing discussions with multiple potential partners, though any cooperation remains at...

With memory prices surging, PC makers are accelerating price increases. Dell is said to have kicked off the latest round by lifting prices across its commercial portfolio from December 17, with increases ranging from 10% to 30%, as reported by Business Insider. Notably, ASUS is now poised to foll...

Memory prices are climbing, reportedly affecting the product planning of major game console makers. According to ITHome, citing Insider Gaming, sources say console manufacturers Sony and Microsoft are weighing whether to delay the next generation of consoles beyond their originally targeted 2027–2...

As the HBM4 race heats up, earlier reports from outlets like SeDaily indicate that both Samsung Electronics and SK hynix have started delivering paid final HBM4 samples to NVIDIA. Riding the wave of strong demand, Etnews reports that Samsung plans to ramp up its HBM production capacity by 50% in 202...

Although the U.S. has delayed the implementation of China chip tariffs, supply chains continue to shift away from China over the long term. According to Commercial Times, mature-node chips—given their broad range of applications and long product life cycles—are among the first to be incorporated...