Subject


Semiconductors


2026-01-12

[News] Micron Reportedly Sees Memory Crunch Through 2028; OEMs Keep Consumer Reach Despite Crucial Exit

As Micron prepares to break ground on its New York Mega fab on January 16, the company’s outlook on the global memory market remains under close watch. Wccftech, citing Micron’s VP of Marketing for the Mobile and Client Business Unit, Christopher Moore, emphasized that the ongoing memory shortag...

2026-01-12

[News] TSMC May Reallocate Select 45–90nm Mature-Node Capacity to CoWoS-Related Production

As AI, HPC, and heterogeneous integration architectures gain rapid adoption, TSMC is accelerating adjustments to its manufacturing plans. According to Commercial Times, industry sources say TSMC is evaluating a reallocation of part of its 40nm–90nm mature-node capacity, which could be redirected t...

2026-01-12

[News] Memory OSAT Prices Reportedly Jump 30%, Led by Powertech, Micron’s Key Supplier

While upstream memory makers continue to lift prices as supply tightens and demand surges, the impact is now cascading into the testing and packaging segment. According to the Economic Daily News, major Taiwanese memory OSAT providers — led by Micron’s key partner Powertech Technology — have r...

2026-01-12

[News] Leather Tycoon Eyes Hong Kong–Based Wide-Bandgap Hub, Moves to Acquire Power Chip Firm

China International Development Corporation Limited (CIDC), a leather apparel-focused company, and Bowei Limited, a wholly owned subsidiary of LONTEN Semiconductor, signed a strategic cooperation memorandum of understanding on January 6, 2026, announcing plans to jointly establish an advanced power ...

2026-01-12

[News] China’s Iluvatar CoreX Reportedly to Unveil 2026–28 GPU Roadmap, Targeting NVIDIA H200, B200

As China accelerates its push for domestic chips, Iluvatar CoreX has emerged as a new focus of industry attention following its recent listing in Hong Kong. According to ijiwei, the company disclosed that it will unveil the road map for its next three product generations on January 26, covering area...

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