Subject


Semiconductors


2025-07-23

[News] DDR6 Set for 2027 Mass Adoption as Memory Giants Reportedly Finalize Prototype Designs

With JEDEC unveiling the LPDDR6 standard on July 9, memory giants are racing to meet soaring demand from mobile and AI devices. Notably, according to industry sources cited by Commercial Times, DDR6 is expected to enter large-scale adoption by 2027. Leading DRAM makers, including Samsung, Micron,...

2025-07-23

[News] South Korea’s FuriosaAI Lands LG Deal After Turning Down Meta’s Acquisition Offer

According to a report from ijiwei, citing TechCrunch, South Korean AI chip startup FuriosaAI has secured its first major contract. As the report notes, FuriosaAI announced on Tuesday a partnership to supply its AI chip, RNGD, to LG AI Research. Ijiwei adds that LG will use the chip to power its Exao...

2025-07-23

[News] SOCAMM Ignites a New Memory War After HBM — Samsung and SK hynix Join the Race

With NVIDIA said to be aiming to procure up to 800,000 SOCAMM units this year, a new battleground is emerging among the top three memory giants. U.S.-based Micron appears to be leading the charge, having reportedly started SOCAMM module production for NVIDIA. Meanwhile, Samsung and SK hynix are acti...

2025-07-22

[News] SK hynix’s HBM4 Lead Shrinks as Rivals Close Gap Ahead of 2026 Shakeup

According to Aju Daily, SK Group Chairman Choi Tae-won notes that with the arrival of HBM4, the competitive landscape is set to shift, as that by 2026, the market will likely become more competitive and diversified. As the report highlights, SK hynix became the first company globally to deliver a...

2025-07-22

[News] TSMC’s Q2 AI Revenue Reportedly Exceeds USD 10B, with Share Expected to Reach Nearly 50%

According to a report from Economic Daily News, TSMC recently announced that its Q2 revenue reached USD 30.07 billion, setting a new record high. Notably, the report highlights that, as indicated by institutional investors, AI-related business accounted for more than one-third of the quarterly total...

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