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...

Following the lead of major NAND players like Sandisk, Taiwanese NAND Flash controller maker Phison Technology informed customers in late February of updated payment terms, requiring either prepayment or shorter payment cycles, according to Commercial Times and ijiwei. The company, according to t...

Amid tightening memory supply, cutting MLC NAND output is becoming a clear trend among major memory makers—but Samsung’s 2D NAND era could end sooner than expected. According to The Elec, the company may halt 2D NAND production at Hwaseong Line 12 as early as March and converting the facility in...

As the AI industry shifts from model training toward inference — existing memory architectures are increasingly reaching their limits, positioning HBF (High Bandwidth Flash) as a key next-generation solution. Marking a major step forward, SK hynix and Sandisk jointly hosted the “HBF Spec. Standa...

SK hynix has unveiled a new semiconductor architecture concept centered on High Bandwidth Flash (HBF), a memory technology that stacks multiple NAND flash dies. According to Hankyung, the company recently outlined the concept—dubbed “H3”—in a paper presented at the Institute of Electrical an...