Subject


Semiconductors


2025-05-09

[News] Apple Reportedly Plans Smart Glasses Chip by Late 2026, First AI Server Chip by 2027

Apple is reportedly making progress on a custom chip for its smart glasses, with mass production expected by the end of next year or in 2027, according to Bloomberg. If development stays on track, the glasses could launch in the next two years. As with Apple’s other key chips, manufacturing will ...

2025-05-09

[News] SMIC’s U.S. Revenue Share Climbs to Nearly 13% in Q1; Warns of 4–6% Q2 Sales Dip

Amid looming chip tariffs, China’s leading foundry SMIC delivered a robust 161.9% year-on-year surge in Q1 profit, hitting $188 million, as highlighted by Reuters and China’s Wallstreetcn. Despite the strong start, the company struck a cautious tone for Q2, projecting a 4–6% Q2 sales dip and a...

2025-05-09

[News] New-Generation of 3D X-DRAM Unveiled: Aiming to Boost DRAM Bit Density by 10x

On May 7, NEO Semiconductor announced a major breakthrough in its 3D X-DRAM technology series: the industry’s first 3D X-DRAM cell structures based on 1T1C and 3T0C architectures. According to NEO Semiconductor, the new technology is designed to deliver unprecedented density, power efficiency, ...

2025-05-09

[News] China’s YMTC Dominates Hybrid Bonding Patents, Pressuring South Korean Memory Giants Samsung and SK hynix

As memory giants accelerate development in HBM4 and high-layer NAND, hybrid bonding technology is drawing heightened attention. South Korean leaders Samsung Electronics and SK hynix remain behind in key patents, according to a report from ZDNet. The report highlights that Samsung and SK hynix have d...

2025-05-08

[News] Intel 18A Reportedly Lands Major Deal with Microsoft; Google and NVIDIA Said to Be in Talks

Previous industry sources suggested that NVIDIA was exploring the use of Intel’s 18A process for its gaming GPUs, according to Tom’s Hardware. Now, interest in the 18A node appears to be growing. Chosun Biz notes that Microsoft has reportedly signed a large-scale foundry deal with Intel using th...

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