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...

At CES 2026, NVIDIA takes the lead with its next-generation Rubin, positioning itself as the initial, exclusive HBM4 client currently. While the AI chip giant is certainly reshaping the HBM4 landscape, TrendForce observes it has pushed per-pin speeds above 11 Gbps, forcing SK hynix, Samsung, and M...

After facing delays with its U.S. expansion, Micron is taking a major step forward, announcing the groundbreaking date for its massive chipmaking complex in Clay, New York. The ceremony is scheduled for January 16, according to the company and syracuse.com. Micron says that with up to four fabs, ...

Amid a sharp rise in memory prices fueled by AI-driven demand, Samsung Electronics made history by becoming the first South Korean company to post quarterly operating profit of 20 trillion won ($13.82 billion), while sales also climbed to a record 93 trillion won, Chosun Biz reports. The company ...

At CES 2026, NVIDIA officially unveiled its Rubin platform with next-generation HBM, drawing attention to CEO Jensen Huang’s take on the memory crunch. According to Chosun Biz and Hankyung, he said NVIDIA does not expect memory shortages to affect operations and noted that, as the exclusive user o...