Subject


Semiconductors


2026-02-23

[Insights] The AI Memory Squeeze: Why Japan’s Consumer Electronics Face a New Reality

Amid rapidly rising demand for AI servers, global memory capacity allocation is undergoing a clear shift, with Japan’s consumer electronics industry reportedly feeling the impact. According to Gu Chuan’s column in TechNews, memory suppliers such as Samsung Electronics and SK hynix are prioritizi...

2026-02-20

[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product Delays

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

2026-02-20

[News] China Reportedly Ramps Up Chip Tool Push, Sets 70% Target by 2027; SMEE, NAURA at Forefront

China’s chip equipment sector is accelerating its push for greater self-reliance. According to Newsswitch, the country has been a key driver of global semiconductor investment in recent years and is now moving to localize critical technologies long dependent on overseas suppliers, including lithog...

2026-02-19

[News] Japanese Paper Maker Oji Holdings Reportedly Develops EUV Photoresist for 2nm Chips

Japan has long been strong in semiconductor materials, and some unexpected players are now entering the field. According to Nikkei, Oji Holdings plans to launch a materials business targeting chips at 2nm and beyond. The company has developed a photoresist made using wood-based components, with comm...

2026-02-18

[News] Breaking HBM Barriers: Samsung’s zHBM vs. Intel’s Z-Angle Memory

As conventional HBM designs continue to face thermal and stacking limits, major semiconductor players are exploring innovative memory architectures. In early February, Intel, in collaboration with SoftBank’s subsidiary SAIMEMORY, showcased a prototype of Z-Angle Memory (ZAM). Meanwhile, ZDNet repo...

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