As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into ...

Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In its press release, Google said Ironwood is designed to handle...

Amid growing speculation that TSMC has begun alerting clients to a 2026 price hike, new reports are adding fuel to the fire. According to a Naver post by leaker yeux1122, cited by MacRumors and Wccftech, the foundry giant has notified key customers—including Apple—of upcoming price increases for...

Alongside acquisitions and support from national funds, China’s chip equipment sector has also welcomed a wave of new IPOs this year. In the testing equipment segment, Sidea Semiconductor Equipment was successfully listed on the Shenzhen Stock Exchange on March 24. The company focuses on developin...

Mitsubishi Electric: 8-Inch SiC Wafer Fab Completed, Production Accelerating Mitsubishi Electric has announced the completion of its new 8-inch silicon carbide (SiC) power semiconductor manufacturing facility in Kikuchi, Kumamoto Prefecture, Japan. The company held an official completion ceremony...