Subject


Semiconductors


2025-11-27

[News] China’s Zhonghao Xinying Claims TPU 1.5× Faster than NVIDIA A100 Amid Google TPU Buzz

With Google reportedly pursuing TPU deals with Meta and pressure mounting on NVIDIA’s dominance, a rising Chinese TPU startup is drawing attention. According to South China Morning Post, Zhonghao Xinying has positioned itself as a domestic alternative to NVIDIA, saying its self-developed general-p...

2025-11-27

[News] Samsung Reportedly Targets HBM4 Price Parity with SK hynix Amid Strong NVIDIA Demand

Samsung is reportedly in discussions with NVIDIA over next year’s HBM4 pricing, and industry attention is focused on how the final terms will be set. According to Dealsite, although Samsung reduced the price of its 12-hi HBM3E, it is internally targeting price parity with SK hynix for 12-hi HBM4, ...

2025-11-27

[News] AI Memory Showdown: SK hynix Unveils 48 Gb/s GDDR7 and LPDDR6; Samsung Showcases HBM4

The memory race is accelerating in the AI era, with South Korea’s chip giants preparing new technologies to meet soaring AI demand. According to ZDNet, Samsung Electronics and SK hynix are set to showcase a broad lineup of next-generation DRAM solutions at the 2026 International Solid-State Circui...

2025-11-27

[News] Intel Stands Firm on Lo Hire Amid TSMC Trade Secret Dispute: CEO Vows Support, Dismisses Claims

Amid controversy over former TSMC SVP Wei-Jen Lo joining Intel amid sub-2nm trade secret claims, Team Blue has finally spoken out. Oregon Live reports that CEO Lip-Bu Tan reassured employees Wednesday that the company acted responsibly in hiring Lo, pushing back against the new lawsuit from the Taiw...

2025-11-27

[News] GlobalFoundries Moves on GaN: TSMC and Navitas Ties Position U.S. as New GaN Production Hub

As TSMC signals its exit from Gallium Nitride (GaN) wafer foundry services by 2027, another semiconductor powerhouse is seizing the opportunity. GlobalFoundries is accelerating its GaN initiatives, with moves that, according to EE Times, could establish it as a key U.S. hub for GaN fabrication. O...

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