Subject


Semiconductors


2026-05-21

[News] Alibaba T-Head Unveils Zhenwu M890 With 3× Performance; New AI Chips Planned for 3Q27/3Q28

As Chinese chipmakers accelerate efforts to develop domestic alternatives to NVIDIA, Alibaba’s T-Head has unveiled its latest AI chip roadmap. According to Mydrivers, at the 2026 Alibaba Cloud Summit, T-Head introduced the Zhenwu M890 AI chip for training and inference while also publicly disclosi...

2026-05-20

[Insights] Memory Spot Price Update: DDR5 Spots Strengthen on Branded Demand and Higher Bids, DDR4 Weakens

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot market remained active, with notable inquiries for branded chips, while DDR4 activity stayed subdued. In the NAND flash segment, higher-than-expected 2Q26 contract settlements have provided support to spot...

2026-05-20

[News] ADATA Sees Samsung Strike Boosting Memory Prices; China Expansion Impact Seen No Earlier Than 2028

With Samsung Electronics set to begin its strike on May 21, the industry is closely monitoring potential impacts on global memory supply and pricing trends. ADATA Technology noted, citing TechNews, that while the strike may have limited direct impact on Samsung’s full-year output, it has already f...

2026-05-20

[News] ASML Expects First High-NA EUV Memory, Logic Products Within Months Amid TSMC’s Cost-Driven Delay

While TSMC recently revealed that its upcoming A13 and A12 processes, both targeted for 2029, are not expected to require High-NA EUV lithography, ASML says the first chips produced using the technology may arrive soon. According to Reuters, ASML CEO Christophe Fouquet said the company expects to se...

2026-05-20

[News] Intel Says EMIB Customers Back Substrate Prepayments; 4 Taiwan, 2 Japan Suppliers Seek Commitments

As Intel gains traction with its 18A and 14A nodes, its advanced packaging business — particularly EMIB (Embedded Multi-die Interconnect Bridge) — is also drawing customer support amid tight substrate supply. Speaking at the J.P. Morgan Global Technology Conference, Intel CEO Lip-Bu Tan said sev...

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