Subject


Semiconductors


2025-12-29

[News] SLC-Based AI SSDs Gain Traction as SK hynix and Kioxia Accelerate Development With NVIDIA

AI is reshaping the data center SSD market, with SLC-based AI SSDs gaining traction as a next-generation storage solution. According to ZDNet, data center SSDs have traditionally prioritized higher storage capacity, but major memory companies are now shifting toward SLC (single-level cell)–based d...

2025-12-29

[News] NVIDIA Reportedly Denies USD 20B Groq Acquisition Rumors

On December 24, CNBC reported that Alex Davis, CEO of U.S. technology investment firm Disruptive, claimed NVIDIA had agreed to acquire high-performance AI accelerator chip designer Groq in an all-cash deal valued at approximately USD 20 billion, triggering widespread industry attention. Notably, ...

2025-12-26

[News] Huawei Reportedly Plans 2026 Ascend 950 Sales in South Korea, Targeting Cluster-Level Deployments

As Huawei steps up its AI ambitions, South Korea is emerging as an unexpected focal market, with the company reportedly preparing to bring its AI chips to Korean customers. According to Yonhap News, Valian Wang, CEO of Huawei Korea, said at a press briefing on the 26th during Huawei Day 2025 that th...

2025-12-26

[News] AI Reportedly to Consume 20% of Global DRAM Wafer Capacity in 2026, HBM and GDDR7 Lead Demand

As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the "equivalent wafer usage" of high-speed memory like HBM and GDDR7, th...

2025-12-26

[News] China’s SMEE Reportedly Wins RMB 110M Lithography Tool Contract Amid Domestic Push

China is stepping up investments in lithography equipment, turning to homegrown tools as it seeks greater technological independence amid U.S. export restrictions. According to Commercial Times, citing 21jingji, China’s Ministry of Science and Technology announced on the 25th that it will invest r...

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