Subject


Semiconductors


2026-06-16

[News] AMD Acquires MEXT to Address AI Memory Bottlenecks with Tech That Makes NAND Act Like DRAM

AMD has acquired MEXT, a startup developing memory optimization technology aimed at easing data center memory bottlenecks. According to Tom’s Hardware, AMD announced on June 15 that it had acquired MEXT, whose memory tiering technology allows NAND flash to function as DRAM from the operating syste...

2026-06-16

[News] Samsung Reportedly Plans MPW Expansion to 2nm in 2027, Unveils 18-Run Program Across Nodes

As Samsung accelerates efforts to secure 2nm customers, it is taking the next step in its MPW strategy. Citing Samsung Foundry Executive Director Song Tae-jung, ZDNet reports that the company’s MPW services are expected to extend to the 2nm node in 2027. iNews24 notes this is the first time Sam...

2026-06-16

[News] Huawei, Xiaomi Reportedly Plan HBM-Inspired LLW DRAM for 2H27 to Boost On-Device AI in Smartphones

While smartphone form factors and thermal constraints have limited HBM adoption, Chinese smartphone brands are reportedly exploring HBM-inspired memory architectures. According to Wccftech, citing Weibo tipster Fixed-focus Digital, Xiaomi and Huawei may be planning to introduce custom Low Latency Wi...

2026-06-16

[News] TSMC Reportedly Runs Dual-Track Evaluation on CoPoS Pilot Line, Sparking Global, Local Vendor Competition

TSMC Chairman C.C.Wei, as reported by the Economic Daily News, reaffirmed at the shareholders’ meeting in early June that a CoPoS (Chip-on-Panel-on-Substrate) pilot line is already in place, with mass production expected in 2–3 years—keeping the company’s panel-level packaging push in focus....

2026-06-15

[News] TSMC CoWoS Supply-Demand Gap Reportedly Seen Narrowing from 20% to 10% by End-2026

TSMC continues to accelerate its advanced packaging capacity expansion, helping move the industry closer to supply-demand balance. According to Economic Daily News, institutional investors said that as TSMC and its partners aggressively build out new advanced packaging capacity, the CoWoS supply-dem...

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