The HBM4 race is intensifying. According to Chosun Biz, SK hynix and Micron are reportedly set to enter the final stage of HBM4 testing with NVIDIA this month. SK hynix, ahead in quality verification, is expected to finalize pricing and delivery terms and may secure a supply agreement with NVIDIA as...

According to Chinese media outlet Jiemian, China’s 13th Semiconductor Equipment, Core Components, and Materials Expo (CSEAC 2025) was held from September 4 to 6. Notably, SiCarrier—recognized for showcasing a broad range of semiconductor manufacturing equipment at SEMICON China earlier this year...

Supported by SoftBank’s $2 billion investment and the U.S. government’s 10% ownership stake, Intel has provided a more detailed outlook on its foundry business and key process node roadmap. According to Bloomberg and Investing.com, Team Blue views 2026 as a pivotal year for its manufacturing tec...

NVIDIA and MediaTek are collaborating on the development of the GB10 superchip, with their complementary strengths making for a close partnership. This has even led some outlets, such as TechRadar, to speculate whether NVIDIA might consider a $73 billion acquisition of MediaTek. However, according t...

While Broadcom reported better-than-expected fiscal third-quarter earnings and offered strong guidance for the current quarter fueled by soaring ASIC demand amid the AI wave, the U.S. chip giant has thrilled the market by revealing it secured $10 billion in orders for custom AI chips from a new clie...