Subject


Semiconductors


2026-02-12

[News] Micron Dismisses Sidelined Rumors, Confirms HBM4 Shipping a Quarter Early, Speeds Over 11 Gbps

Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production o...

2026-02-12

[News] MediaTek Ventures into Micro LED Optical Communication

MediaTek, a leading IC design firm, has for the first time disclosed its strategic layout in the optical communication sector. The company revealed that it has mastered self-developed Micro LED light source technology and utilized it to develop a new active optical cable (AOC) solution. MediaTek ...

2026-02-12

[News] SK hynix Unveils AI Chip Architecture with HBF, Reportedly Boosts Performance per Watt by Up to 2.69×

SK hynix has unveiled a new semiconductor architecture concept centered on High Bandwidth Flash (HBF), a memory technology that stacks multiple NAND flash dies. According to Hankyung, the company recently outlined the concept—dubbed “H3”—in a paper presented at the Institute of Electrical an...

2026-02-11

[Insights] Memory Spot Price Update: Lunar New Year Slows DRAM Spot Trading; Price Gap Narrows

According to TrendForce's latest memory spot price trend report, regarding DRAM, with the Lunar New Year approaching, DRAM spot trading has slowed, as most traders hold off on quotes and purchases. Since spot prices are well above contract levels, TrendForce expects short-term gains to be modest. Me...

2026-02-11

[News] First Look at ZAM: SAIMEMORY Unveils Memory to Address Thermal Issues at Intel’s Japan Event

Shortly after Intel announced the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM), the product made its first public appearance when SAIMEMORY unveiled it at Intel Connection Japan 2026 on February 3, PC Watch reports. Notably, while the full impact of ZAM versu...

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