Subject


Semiconductors


2026-05-14

[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure

In the first quarter of 2026, China’s wide bandgap semiconductor industry—spanning silicon carbide (SiC) and gallium nitride (GaN)—saw a stark divergence in performance. Driven by robust demand from 5G base station deployment and on-board chargers (OBCs) in electric vehicles, GaN RF-focused co...

2026-05-14

[News] SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push

Microsoft is continuing to deepen its custom chip push, with SK hynix expected to play an increasingly important role in the effort. According to The Korea Herald, sources say SK hynix CEO Kwak Noh-Jung is set to meet Microsoft co-founder Bill Gates and CEO Satya Nadella this week at the closed-door...

2026-05-13

[Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, overall trading conditions improve following holidays in certain regions, with demand concentrated on DRAM suppliers’ DDR4 512x16 and 1Gx16 chips. In the NAND flash segment, the spot market carries on from last we...

2026-05-13

[News] Samsung Strike Seen Contained on Revenue Impact, with Price Support and Order Shift Risks to SK hynix, Micron

A potential strike at Samsung Electronics may prove less disruptive than feared, with analysts saying even a prolonged walkout is unlikely to materially impact quarterly revenue. According to Chosun Biz, Samsung Electronics’ labor union plans to launch a general strike starting on the 21st, though...

2026-05-13

[News] Decoding Googlebook Chip Partners: Intel Confirms Role, Qualcomm and MediaTek Also Reportedly in Play

Shortly after Google unveiled its upcoming Googlebook lineup, Intel confirmed on X that its chips will power the new platform, saying it is “thrilled” to partner with the search engine giant and describing the devices as “premium, powerful ones designed for intelligence.” With technical deta...

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