Subject


Semiconductors


2026-04-13

[News] NAND Controller Maker Silicon Motion Reportedly Sees Memory Tightness Persist, Supply Gap Widening in 2027

As memory prices are expected to continue rising in the second quarter amid tight supply, both DRAM and NAND players remain cautious on when the bottleneck will ease. Central News Agency and Anue, citing Wallace C. Kou, president of NAND flash controller chipmaker Silicon Motion, report that the mem...

2026-04-13

[News] SanDisk Reportedly Eyes 2H26 HBF Pilot Line; May Advance Previously Announced Timeline by Half a Year

SanDisk is reportedly moving to establish a supply chain for HBF, a next-generation memory that stacks NAND. According to ETNews, sources say the company has begun engaging materials, components, and equipment partners to build out an ecosystem for an HBF prototype production line. It aims to introd...

2026-04-13

[News] TSMC Advances Panel-Level Packaging, CoPoS Pilot Line Reportedly Set for June Completion, 2028–29 Ramp Eyed

Ahead of TSMC’s earnings call later this week, the spotlight is once again on its advanced packaging roadmap—and CoWoS is no longer the only story. According to Commercial Times, TSMC’s CoPoS (Chip-on-Panel-on-Substrate) pilot line has already begun tool deliveries to R&D teams in February...

2026-04-13

[News] China Achieved Breakthrough in High-Performance 2D Semiconductor Materials

Recently, a joint research team from the National University of Defense Technology and the Institute of Metal Research, Chinese Academy of Sciences, has made a major breakthrough in wafer-scale growth and controllable doping of a new class of high-performance two-dimensional (2D) semiconductor mater...

2026-04-13

[News] Samsung-Backed Vertical Die Research Reportedly Targets 10x I/O and 4x Bandwidth Gains for HBM

Although JEDEC is expected to ease height restrictions for HBM, raising the limit to around 900 micrometers (µm) from 775 µm in HBM4, the industry continues to search for ways to overcome the structural limits of conventional HBM architectures. According to ET News, a “Vertical Die”-based adva...

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