As major players like Samsung and Micron scale back DDR4 production, driving prices up in recent weeks, rumors that a leading Chinese DRAM maker plans to phase out DDR4 production have sent spot prices soaring even higher, according to Nikkei. The report suggests that spot prices for 8-gigabit DD...

As part of its fast-tracked U.S. expansion, TSMC’s second Arizona fab (P2) is set to begin equipment installation as early as Q3 2026, with mass production slated for 2027, according to Commercial Times. The report highlights TSMC’s push to compress construction into just two years, with the ...

Optical computing uses photons as carriers to enable information transmission, interaction, and computation. With inherent advantages such as low power consumption, low latency, and high parallelism, it is considered a promising approach to building next-generation computing infrastructure in the po...

Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down from 40% in the second half of 2024, Bloombe...

As Intel pushes to grow its presence among external clients, South Korea—a major memory and semiconductor powerhouse—has emerged as a prime target. According to the bell, Team Blue is actively promoting its foundry services to companies including LG Electronics, Hyundai Mobis, AI chip startup Re...