Subject


Semiconductors


2026-03-20

[News] Alibaba’s T-Head Reportedly Hits 470K Chip Shipments, Expands Amid Unclear IPO Timeline

Please note that this article cites information from EE Times China, Chinastarmarket.cn, IT Home and The Paper. With NVIDIA’s H200 now approved for the Chinese market, Alibaba has reportedly, for the first time, revealed progress on its self-developed T-Head GPUs in its latest earnings report. A...

2026-03-20

[News] CSPs Accelerate ASIC Push in 2H26, Challenging NVIDIA as MediaTek, GUC, Alchip Benefit

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

2026-03-20

[News] Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Die; Said to Win OpenAI Deal

Please note that this article cites information from Hankyung. Samsung is reportedly ramping HBM4 base die production at its foundry. According to Hankyung, sources say the company will allocate over half of its Pyeongtaek foundry capacity to in-house HBM4 base dies, rather than external clients. ...

2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-20

[News] Tsinghua Team Achieves Key Breakthrough in Novel Magnetic Memory

On March 16, at the Zhongguancun Forum event on “Progress in Beijing’s Basic Research and Technological Breakthroughs,” a research team led by Professor Song Cheng from the School of Materials Science and Engineering at Tsinghua University announced a major breakthrough in next-generation magn...

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