Around the same time Beijing announced tighter rare-earth export rules on October 9—requiring case-by-case reviews for semiconductor and AI-related materials—China’s two rare-earth giants, Northern Rare Earth and Baogang Group, moved in sync to raise transaction prices for rare earth concentra...

A research team led by Professor Michal Lipson at Columbia University has achieved a major breakthrough in silicon photonics, as reported in the latest issue of Nature Photonics. The team successfully demonstrated a high-power frequency comb light source integrated directly on a silicon photonic chi...

With Intel officially unveiling Panther Lake, more details about the processor—its first built on the 18A node—are coming to light. According to Zhu Xi’s column in TechNews, Panther Lake’s performance could determine whether Intel can stage a comeback in advanced process technology. As Te...

According to Reuters, ASML warned of a sharp decline in demand from China in 2026, even as its third-quarter bookings exceeded market expectations. The report, citing CEO Christophe Fouquet, noted that while ASML does not expect its overall 2026 net sales to fall below 2025 levels, it foresees a sig...

The HBM4 race is heating up. Shortly after Micron showcased its HBM4 progress, shipping customer samples with over 2.8 TB/s bandwidth and pin speeds above 11 Gbps, Samsung unveiled impressive HBM4e details at the 2025 OCP Global Summit. According to SeDaily and TweaksTown, Samsung’s HBM4e, sla...