U.S. President Trump has approved the export of NVIDIA’s H200 chips to China. According to Commercial Times, industry sources say the move could accelerate inventory digestion across the AI supply chain and stimulate new orders for Taiwanese assembly and packaging providers. OEMs such as Gigabyte ...

As major PC/NB brands—including Dell and Lenovo—have reportedly warned clients of imminent price hikes, the memory market’s supply–demand imbalance is worsening rapidly. Commercial Times reports that the NAND Flash shortage is morphing into a full-fledged “dry-year,” prompting multiple P...

As China’s top memory firms race to advance next-gen DRAM and NAND, domestic chip equipment makers are stepping up for a slice of the booming HBM market as well. According to ijiwei, ACM Research has introduced several solutions optimized for HBM production and plans to release HBM4-compatible cle...

With major orders secured, Samsung is accelerating preparations for seamless U.S. production. According to Sedaily, the company’s Device Solutions Americas division is hiring veteran engineers for its Customer Engineering (CE) team to resolve complex foundry challenges, stabilize yields, and ensur...

A strong earthquake struck Japan’s Tohoku region at around 11:15 p.m. on the 8th (Japan time), raising concerns about potential impacts on nearby semiconductor manufacturers. According to Chinese media outlet ICsmart, citing sources, the areas most affected were primarily the southern coastal regi...