Subject


Semiconductors


2026-02-03

[News] Intel Reenters DRAM Race? A Closer Look at the Z-Angle Memory Collaboration with SoftBank

Intel’s memory ambitions are back in the spotlight after it announced on February 2nd the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM). According to their press release, operations kick off in Q1 2026, with prototypes expected in 2027 and full-scale launch by ...

2026-02-03

[News] OpenAI Reportedly Discontent With NVIDIA GPUs for Inference; Groq, Cerebras Gain Attention

As AI workloads increasingly shift toward inference, OpenAI may be reassessing its satisfaction with NVIDIA’s chips. According to Reuters, sources say OpenAI believes NVIDIA’s latest AI processors may not fully meet its requirements and has been exploring alternative options since last year. Ope...

2026-02-03

[News] Huawei-Backed Norelsys Reportedly Enters IPO Tutoring Amid China’s Auto-Chip Drive

Another Chinese chip company is moving toward an IPO. According to ijiwei, Huawei-backed automotive chipmaker Norel Systems (Norelsys) has officially entered IPO tutoring, marking the formal start of its listing process. Notably, the company’s shareholder base brings together strong backing fr...

2026-02-03

[News] Samsung Reportedly Shifts Glass Substrate Project to Business Unit, Eyes 2027 Ramp-Up

As chip heavyweights such as Intel accelerate their push into glass substrates, Samsung is also edging closer to commercialization. According to ETNews, Samsung Electro-Mechanics has begun gearing up for market entry, with the project reportedly shifting from an advanced R&D unit to a business-f...

2026-02-03

[News] China-Based Gree and Analogix Announced Senior Management Changes

Recently, Chinese semiconductor industry saw executive reshuffles in two companies Gree Electric and Chipone. Dong Mingzhu Steps Down as Legal Representative and Executive Director of Gree Electronic Components According to information from Tianyancha, Dong Mingzhu has stepped down as legal re...

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