According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...

As memory price hikes persist, Samsung Electronics and SK hynix are projected to post record-high NAND margins. According to ZDNet, both companies are expected to maintain aggressive NAND price increases in the first half of the year, with industry estimates placing margins in the 40–50% range. ...

Japan’s Nittobo is preparing to unveil a next-generation version of its T-glass aimed at AI chip. According to Nikkei, the company plans to introduce an upgraded edition of its high-demand glass fiber cloth as early as 2028, offering improved resistance to heat-induced warping for AI chips. As the...

As leading chipmakers led by NVIDIA continue to ride the AI boom and press suppliers such as TSMC for more capacity, AMD struck a more cautious tone. At its Feb. 3 earnings call, the company forecast a modest decline in first-quarter revenue, even as stronger-than-expected AI chip shipments to China...

Per the latest issue of Nature Electronics, a joint research team including Politecnico di Milano has developed a new type of “intelligent” chip featuring an innovative architectural design that significantly reduces energy consumption while dramatically boosting data processing speed, which is ...