Subject


Semiconductors


2026-03-04

[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations

According to TrendForce's latest memory spot price trend report, regarding DRAM, as current spot prices remain higher than contract prices, and negotiations for 2Q26 pricing have not yet started, an overall wait-and-see atmosphere prevails. Meanwhile, NAND spot prices maintain an upward trend, climb...

2026-03-04

[News] Tesla Reportedly Weighs Doubling AI6 Output, May Add Samsung Orders Ahead of Executive Talks

Tesla is reportedly exploring plans to expand production of its AI6 chip, a move that could lead to additional orders for Samsung. According to The Elec, industry sources say senior Tesla procurement executives are expected to visit Samsung Electronics this week to discuss increasing foundry capacit...

2026-03-04

[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory

Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...

2026-03-04

[News] Intel Appoints Former Qualcomm and Google Executive Craig H. Barratt as Chairman, Effective May

Intel is undergoing a major leadership transition as it reshapes its board at a critical time for the company’s strategy and execution. According to Tom’s Hardware, Intel announced that its board of directors has elected Dr. Craig H. Barratt as independent chairman. He will assume the role in mi...

2026-03-04

[News] SOCAMM War Heats up: Micron Ships 256GB SOCAMM2 Samples, Topping Industry Capacity

Shortly after confirming that it had begun sampling its 192GB SOCAMM2 last October, Micron has moved a step further. According to a new press release, the company has started shipping customer samples of a 256GB SOCAMM2 — currently the highest-capacity LPDRAM module in the industry. Micron said...

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