Insights
NVIDIA announced on March 31, 2026 that it has entered a strategic partnership with Marvell and will invest US$2 billion, a move expected to support the development of next-generation AI and optical interconnect technologies. According to TrendForce, the collaboration goes beyond Marvell joining the...
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Samsung’s 2nm yield challenges are resurfacing. According to Busan Ilbo, sources indicate that Samsung Foundry’s 2nm yields remain in the mid-50% range, falling short of the roughly 60% threshold typically required for stable mass production. After backend processing, effective yields are expec...
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Memory is not the only segment where Samsung Electronics is pushing price increases amid surging AI demand. According to Financial News, the chip giant has reportedly raised prices for HBM4 logic dies by around 40–50% since early 2026, signaling a broader normalization of pricing across its semico...
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On April 9, Intel Foundry Services announced a major technological breakthrough with the development of the world’s thinnest gallium nitride (GaN) chiplet. The silicon substrate has been reduced to just 19 micrometers—approx. one-fifth the diameter of a human hair. The chiplet is fabricated o...
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With several months still to go before Apple’s fall launch event, discussions around its first foldable iPhone are already heating up rapidly. Though Nikkei notes that Apple’s first foldable iPhone has encountered technical bottlenecks during engineering testing, raising delay risks, Bloomberg r...