Subject


Semiconductors


2026-05-12

[News] China Memory Module Maker POWEV Advances DDR5 Push as 64GB RDIMM Reportedly Enters Volume Production

As the market focuses on China’s push into HBM and next-gen NAND, another domestic memory player is quietly advancing in DDR5 amid the AI-driven demand surge. According to IT Home and Security Times, module maker POWEV said its 64GB 5600MT/s DDR5 Registered DIMM (RDIMM) server module, launched ear...

2026-05-12

[News] Huawei’s Chip Fundamental Technology Research Lab Featured on CCTV News Broadcast

Recently, Huawei’s Chip Fundamental Technology Research Laboratory made its public debut on China Central Television’s flagship news program Xinwen Lianbo, drawing widespread attention from the semiconductor industry. During the May 8 broadcast of Xinwen Lianbo, Ding Xuexiang, a member of the...

2026-05-12

[News] TSMC Flags Four Key Challenges in Arizona Buildout Even as U.S. Fab Beats Expectations

As TSMC accelerates its Arizona buildout, the foundry giant continues to navigate four critical on-the-ground constraints. Central News Agency, citing Yeh Chun-hsien, head of the National Development Council, reports that TSMC has identified utilities constraints—particularly water supply in Arizo...

2026-05-11

[News] SK hynix Reportedly Tests Intel EMIB 2.5D Packaging With HBM Amid TSMC CoWoS Tightness

SK hynix is reportedly exploring cooperation with Intel in advanced 2.5D packaging, a move that could signal potential shifts in the AI chip packaging supply chain. According to ZDNet, sources say SK hynix is conducting R&D on Intel’s EMIB-based 2.5D packaging technology using its own HBM, whi...

2026-05-11

[News] SMIC Founder Says China May Gain Edge in Niche Chips as 80% of Demand Lies Outside Advanced Nodes

As China pushes to strengthen its chip industry, Richard Chang, founder of SMIC, China’s largest foundry, suggests that success in semiconductors is not solely about winning the 2nm or 3nm race, with niche markets potentially emerging as a key competitive advantage for China. According to STAR Mar...

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