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Please note that this article cites information from Commercial Times, Tom’s Hardware, and Economic Daily News. Tesla CEO Elon Musk has unveiled the Terafab mega-fab vision, aiming to integrate logic, memory, and advanced packaging, raising questions about potential pressure on foundry leader T...
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Please note that this article cites information from South China Morning Post, IT Home, Mydrivers, and 163.com. After outlining a three-year AI chip roadmap last September, Huawei has now rolled out its first product under the plan. According to South China Morning Post and IT Home, the company...
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Please note that this article cites information from The Elec. Rumors have recently resurfaced that lithography leader ASML is evaluating entry into the back-end semiconductor equipment market, targeting the fast-growing advanced packaging segment. According to Korean media outlet The Elec, ASML ha...
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Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...
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Please note that this article cites information from EBN News, ZDNet, Micron, and News Tomato. Memory giants are reportedly moving toward multi-year supply agreements to enhance stability, with potential deal structures and prospective customers beginning to take shape. According to EBN News, i...