As Google’s Tensor Processing Units (TPUs) gain traction, key ASIC partner MediaTek is turning increasingly bullish on the business. According to Commercial Times and Liberty Times, CEO Rick Tsai said the company expects ASIC revenue to surpass US$1 billion in 2026 and expand to a multi-billion-do...

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

As SanDisk—spun off from Western Digital a year ago—posted strong earnings and extended order visibility, WD said it has secured multiple long-term agreements as well, with ongoing customer talks about contract extensions and even supply inquiries stretching out to 2030, according to Barron’s ...

According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...

As memory price hikes persist, Samsung Electronics and SK hynix are projected to post record-high NAND margins. According to ZDNet, both companies are expected to maintain aggressive NAND price increases in the first half of the year, with industry estimates placing margins in the 40–50% range. ...