Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...

As semiconductor leaders NVIDIA and TSMC accelerate their photonics and co-packaged optics initiatives, emerging chip companies Celestial and OpenLight are positioning themselves to launch their debut processors by late 2025 through 2026, according to EE Times. The report, citing senior executive...

Huawei has recently disclosed two patents related to silicon carbide (SiC) thermal management technologies: “Thermal Conductive Composition and Its Preparation Method and Application” and “A Thermal Conductive and Wave-Absorbing Composition and Its Application.” The first patent outlines ...

Apple has recently unveiled its iPhone 17 series, featuring the A19 chip built on TSMC’s N3P process. The next-generation A20 will move into the 2nm era. According to Wccftech, citing China Times, sources say that since mobile chips are expected to enter 2nm next year, prices for 3nm “N3P” wa...

According to Nikkei, MediaTek may produce some chips at TSMC’s Arizona plants, a plan Corporate Vice President JC Hsu said is still under consideration and could involve automotive products or other “sensitive” applications. This marks the first time MediaTek has signaled plans to join TSMC...