Samsung is stepping up its development of custom HBM logic dies. According to ZDNet, sources say the company is designing logic dies for custom HBM using foundry process nodes as advanced as 2nm. The report adds that Samsung Electronics previously applied a 4nm process to the logic die used in HBM4 ...

Japan’s government-backed foundry Rapidus is targeting mass production of 2nm chips in the second half of 2027. According to MoneyDJ, citing Nikkei, sources say Japanese chip materials supplier JX Advanced Metals is considering a ¥5 billion investment in Rapidus and may also supply materials to t...

Amid surging memory prices, Chinese smartphone brands are emerging as some of the hardest hit. According to the South China Morning Post and Jiemian News, Xiaomi has trimmed its 2026 shipment forecast by over 20%, while OPPO, Transsion, and vivo have also scaled back their shipment projections. N...

TSMC is scheduled to hold a media tour in Chiayi on the 22nd, marking the first time its Chiayi AP7 site will be opened to local media. According to Commercial Times, construction at TSMC’s Chiayi facilities is progressing at full speed. Supply-chain sources note that AP7 Plant 2 began equipment i...

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...