Subject


Semiconductors


2026-03-03

[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

As Israel enters a state of emergency, shipments from Israel-based foundries have reportedly been disrupted, prompting global companies to shift orders. According to Economic Daily News, Israel’s largest foundry and a top-ten global player, Tower Semiconductor, has faced shipment constraints, lead...

2026-03-03

[News] Intel Unveils Xeon 6+ Clearwater Forest at MWC with 18A Chiplet Design and Foveros Direct 3D

Just weeks after unveiling Panther Lake at CES in January, Intel returned to the spotlight at MWC 2026 with the Xeon 6+ “Clearwater Forest,” showcasing the progress of 18A. According to TechPowerUp, the processor features one of Intel's most advanced chiplet designs yet: the package combines 12 ...

2026-03-03

[News] Samsung Reportedly Targets HBM4E Power Bottleneck with Design Overhaul, Cuts Defects 97%

In the HBM industry, performance metrics such as speed and stack count typically draw the most attention, but power efficiency is emerging as an equally critical factor. According to Hankyung, as the industry transitions to HBM4E, Samsung is proposing a structural redesign of the HBM4 power network....

2026-03-03

[News] China’s Smartphone Market Divides: Honor, Vivo at MWC vs Reported Memory-Driven Price Hikes This Week

China’s smartphone market is revealing two starkly contrasting realities. At MWC Barcelona, running from March 2 to 5, major brands are unveiling AI-powered flagships, foldables, and even robot phones, showcasing cutting-edge innovations to capture consumer attention. Meanwhile, smaller makers are...

2026-03-02

[News] Rapidus Reportedly Secures ¥167.6B Private Funding; 60 Clients in Talks, 10 Receive Initial Quotes

Japan’s Rapidus is targeting mass production of 2nm chips in the second half of 2027, with interest from potential customers reportedly gaining momentum. According to Japanese outlet MONOist, President and CEO Atsuyoshi Koike said the company is currently in discussions with more than 60 firms, pr...

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