Subject


Semiconductors


2025-06-13

[News] Micron Confirms DDR4 Phase-Out with EOL Notices; Reportedly Hints at Price Hikes Ahead

With rumors swirling that top memory makers like Samsung and Micron are scaling back DDR4 production, IT Home and MoneyDJ—citing Nikkei—report that Micron’s EVP confirmed the company has sent end-of-life (EOL) notices for DDR4 and LPDDR4 to PC and data center customers. According to the rep...

2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-06-13

[News] NVIDIA, Samsung Reportedly Back Startup Skild AI in Consumer Robotics Push

Robotics are rapidly emerging as a key growth area for global tech companies. According to Bloomberg, Samsung and NVIDIA are reportedly planning to acquire minority stakes in Skild AI as part of their efforts to strengthen their presence in the consumer robotics sector. Sources indicate that Sams...

2025-06-13

[News] China Reportedly Unveils World’s First Fully Automated AI Chip Design System amid U.S. Curbs

While the U.S. aims to curb China’s chip industry with EDA export restrictions, the Chinese Academy of Sciences recently launched “QiMeng,” the world’s first fully AI-powered system for automated processor chip design, according to EE Times China. The report suggests that in terms of CPU ...

2025-06-12

[News] Samsung Reportedly Stumbles Again on NVIDIA’s 12-Hi HBM3E Validation, Retest Set for September

As Micron—the key rival in the race to win NVIDIA’s HBM orders—announced it has shipped its first 12-layer HBM4 samples, Samsung reportedly stumbled in its third attempt to pass NVIDIA’s HBM3E 12-layer validation in June. According to Business Post citing securities analysts, the company now...

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