Subject


Semiconductors


2025-12-26

[News] AI Reportedly to Consume 20% of Global DRAM Wafer Capacity in 2026, HBM and GDDR7 Lead Demand

As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the "equivalent wafer usage" of high-speed memory like HBM and GDDR7, th...

2025-12-26

[News] China’s SMEE Reportedly Wins RMB 110M Lithography Tool Contract Amid Domestic Push

China is stepping up investments in lithography equipment, turning to homegrown tools as it seeks greater technological independence amid U.S. export restrictions. According to Commercial Times, citing 21jingji, China’s Ministry of Science and Technology announced on the 25th that it will invest r...

2025-12-26

[News] TSMC Dismisses Nanjing Risks as VEU Expires, Flags Global Advanced Capacity for Chinese Clients

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns that the country’s clients are l...

2025-12-26

[News] Key Highlights to Watch at CES 2026: From Intel Panther Lake to Qualcomm’s Snapdragon X2 Elite

With CES 2026 approaching, what new releases are worth watching? According to a column by Zhu Xi in TechNews, while next year may see relatively fewer vendors launching new products, there are still several notable releases worth anticipating. The following highlights the key upcoming products in th...

2025-12-25

[News] Japan Develops 10nm Nanoimprint Technology, with Potential to Tackle EUV Bottleneck

Japan’s Dai Nippon Printing (DNP) recently announced the successful development of nanoimprint lithography (NIL) technology with circuit line width as fine as 10 nanometers. The technology is designed for patterning 1.4nm-class logic semiconductor circuits. Customer evaluation has already begun, w...

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