As TSMC upgrades its second Kumamoto fab to 3nm, Japan’s homegrown foundry Rapidus is also drawing market attention. Hokkaido Shimbun reports IBM is backing the effort, planning a new office in downtown Chitose this spring to support Rapidus’ next-gen chip ambitions. IBM maintains a close par...

While memory titans vie for HBM4 contracts with NVIDIA, another front in the memory race is heating up. According to TechPowerUp, SK hynix and Samsung are preparing to showcase their next-generation LPDDR6 memory at ISSCC 2026 in San Francisco, taking place from February 15–19. The report notes...

As TSMC, Intel, and Samsung kicked off 2nm mass production in late 2025, the spotlight is already shifting to their 1.4nm roadmaps and the rollout of ASML’s next-generation EUV lithography machines. According to Nikkei, citing ASML CEO Christophe Fouquet, Intel, Samsung, and SK hynix are expected ...

Competition among memory suppliers in the HBM4 segment is heating up. According to ZDNet, Samsung Electronics edged ahead of SK hynix and Micron on the 12th by announcing its HBM4 mass-production shipments. Even so, the overall HBM4 supply dynamics this year are likely to hinge primarily on NVIDIA�...

Kioxia reported its third-quarter earnings on February 12. As noted in its earnings presentation, for the three months ended December 31, 2025, the company posted record-high revenue of 543.6 billion yen, up 21.3% QoQ and 20.8% YoY. Net income reached 89.5 billion yen, up 114.9% QoQ and 17.3% YoY, w...