Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...
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With SK hynix reportedly securing exclusive 12H HBM3E supply to NVIDIA’s GB300 AI chip, the South Korean memory giant has now come up with more good news. According to its press release, the company has shipped the world’s first 12-layer HBM4 samples to major customers. Leveraging its HBM exp...
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According to a TechNews report citing Tom’s Hardware, NVIDIA revealed updates to its data center roadmap for 2026 and 2027 at GTC 2025. The announcement outlined the planned configurations for the upcoming Rubin and Rubin Ultra. Here are some key details we currently know about them. First, the...
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At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...
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Against the backdrop of increasingly fierce global competition in the semiconductor industry, alliance cooperation has gradually become a major trend in industrial development. According to media reports, nine European countries have recently officially signed an agreement to form the "Semicon Coali...