Subject


Semiconductors


2026-01-27

[News] Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier

Microsoft unveiled its latest in-house AI chip, Maia 200, marking a further push into custom silicon for data-center AI workloads. According to the company’s press release, the chip is fabricated on TSMC’s 3nm process and features native FP8 and FP4 tensor cores designed to enhance performance a...

2026-01-27

[News] AI Drives Mature-Node Prices: SMIC Reportedly Up 10%, Vanguard Estimated Up 4–8% From Q1

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

2026-01-27

[News] Micron Launches $24 Billion NAND Expansion in Singapore, Wafer Output Slated for 2028

As global memory demand outstrips supply, memory giants are racing to expand—Micron among the most aggressive as 2026 kicks off. According to Reuters, the U.S. chipmaker is set to announce a new investment in Singapore to boost memory chip production, with at least part targeting NAND flash—a ra...

2026-01-27

[News] IC Design Price Wave Looms: Power Manage ICs Reportedly Prepares Hike after Lunar New Year

As price hikes sweep through memory, foundry, and OSAT sectors, major fabless chipmakers may be next in line. The Economic Daily News reports that smartphone chip giant MediaTek has already signaled measured price adjustments, while Taiwanese power management IC suppliers are closely watching for th...

2026-01-27

[News] Chinese and U.S. Researchers Jointly Achieved Breakthrough in Novel Chip Materials

As per Xinhua News Agency, a research team led by Professor Zhang Shuchen of the University of Science and Technology of China (USTC), in collaboration with researchers from Purdue University in the United States and ShanghaiTech University, has made a remarkable advance in the field of novel semico...

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