Subject


Semiconductors


2026-03-09

[News] NAND Giant YMTC Reportedly Debuts First Commercial PCIe 5.0 SSD Using In-house Xtacking Flash

Amid the ongoing global memory shortage, Chinese memory makers are pushing aggressively to capture a bigger slice of the market. According to Tom’s Hardware, YMTC, the nation’s NAND heavyweight, has officially entered the PCIe 5.0 SSD arena with its first commercial offering, the PC550. Accor...

2026-03-09

[News] Middle East Energy Turmoil Raises Chip Risks, Spotlight on TSMC Power Use and Bromine for DRAM

Conflict in the Middle East triggered by tensions between the U.S. and Iran is rattling energy markets, raising concerns for the semiconductor industry. According to Commercial Times, as demand for AI chips surges, the industry’s reliance on stable power supplies continues to grow. For example, TS...

2026-03-09

[News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in March

Ahead of NVIDIA’s GTC next week, all eyes are on the HBM4 supply for its next-gen AI accelerator, Vera Rubin, set for release in the second half of the year. Hankyung, citing industry sources, reports that Samsung Electronics and SK hynix are on the component supplier list. With HBM4 production ta...

2026-03-09

[News] China GPU Race Intensifies: Cambricon Turns Profitable in 2025; Moore Threads, MetaX Narrow Losses

In recent years, restrictions on China’s access to NVIDIA’s high-end chips have tightened; however, these curbs have in turn created unprecedented growth opportunities for domestic chipmakers. According to 21jingji, Chinese chip design companies have reported rising revenue, with firms such as ...

2026-03-09

[News] Samhwa Paint Enters Semiconductor Materials with Melt Master Batch in Samsung AP Packaging

Riding the semiconductor surge, traditional industries are racing to pivot into the booming sector. South Korea’s paint giant, Samhwa Paint Industries, announced on March 6 that, in partnership with Samsung SDI, it has successfully developed high-performance MMB (Melt Master Batch), a key material...

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