China may be on the verge of another advanced chip breakthrough. According to South China Morning Post, citing local outlets icrank and Shanghai Morning Post, sources say Chinese startup Dishan Technology has made progress in developing a 2nm AI chip. The company is currently in the prototype verifi...

As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

Commercialization of glass substrates is accelerating, with South Korean players and Intel increasingly competing head-on for leadership. According to Global Economic, sources indicate that Intel has laid out a glass substrate roadmap targeting 2030 to secure a technological edge, while Korean firms...

NVIDIA announced on March 31, 2026 that it has entered a strategic partnership with Marvell and will invest US$2 billion, a move expected to support the development of next-generation AI and optical interconnect technologies. According to TrendForce, the collaboration goes beyond Marvell joining the...

Samsung’s 2nm yield challenges are resurfacing. According to Busan Ilbo, sources indicate that Samsung Foundry’s 2nm yields remain in the mid-50% range, falling short of the roughly 60% threshold typically required for stable mass production. After backend processing, effective yields are expec...