Competition over next-generation HBM4 is intensifying, with SK hynix and Samsung Electronics positioning for future supply to NVIDIA’s upcoming AI platforms. According to Yonhap News, sources say NVIDIA is expected to allocate roughly two-thirds of its HBM4 demand for the Vera Rubin platform to SK...

While memory chipmakers have emerged as the first clear winners of the AI demand surge, the ripple effects are now spreading further down the hardware supply chain, lifting storage-focused players like Seagate and Western Digital. Reuters reported that Seagate on Tuesday forecast third-quarter reven...

Global semiconductor packaging equipment leader ASMPT recently announced that it is evaluating strategic options for its Surface Mount Technology (SMT) business, including a potential sale, joint venture, spin-off, or public listing. According to EE Times China, divesting the SMT business would mark...

Amid China’s push for chip self-sufficiency, another domestic GPU player is stepping into the spotlight with bold ambitions. According to ijiwei and Mydrivers, Illuvatar CoreX on January 26 unveiled its fourth-generation GPU roadmap, laying out an aggressive plan to surpass NVIDIA’s Rubin archit...

Samsung Electronics and SK hynix may be lifting LPDDR prices for iPhones. According to ZDNet, industry sources said the two companies have negotiated significant price hikes for LPDDR supplied to Apple in the first quarter. Samsung Electronics is said to have pushed for a quarter-on-quarter increase...