Global DRAM capacity growth is expected to remain limited through 2026, as major DRAM makers in Korea and the U.S. focus on HBM and advanced-node transitions, Commercial Times reports. As the report highlights, this shift is tightening supply of conventional DDR4 and mainstream DRAM, with Taiwan’s...

Analog computing — a computing paradigm distinct from traditional digital approaches — leverages the inherent laws of physics to perform calculations, offering significant advantages in energy efficiency and speed，which put it in the spotlight within AI hardware field in recent years. A res...

At the 2025 OCP Global Summit, Samsung not only highlighted its HBM4e advancements—promising per-pin speeds above 13 Gbps and a peak throughput of 3.25 TB/s—but also unveiled its groundbreaking CXL Memory Module (CMM) roadmap, according to TechNews. Notably, TechNews reports that Samsung ...

TSMC held its earnings call today, with its overseas expansion — particularly in the U.S. — as a key focus. Chairman and CEO C.C. Wei said the company is accelerating capacity expansion in Arizona and has made tangible progress. Notably, Wei stated that they are preparing to “upgrade their ...

TSMC held its third-quarter 2025 earnings call today, with one of the key concerns focused on whether restrictions on NVIDIA’s GPU sales to China would affect the company’s outlook. Addressing questions about how China’s AI development and the NVIDIA GPU restrictions might influence TSMC’...