Subject


Semiconductors


2026-01-28

[News] China’s Illuvatar CoreX Unveils Bold GPU Roadmap, Reportedly Eyeing NVIDIA’s Rubin by 2027

Amid China’s push for chip self-sufficiency, another domestic GPU player is stepping into the spotlight with bold ambitions. According to ijiwei and Mydrivers, Illuvatar CoreX on January 26 unveiled its fourth-generation GPU roadmap, laying out an aggressive plan to surpass NVIDIA’s Rubin archit...

2026-01-27

[News] Samsung May Raise iPhone LPDDR Prices by Over 80% QoQ; SK hynix Reportedly Near-100% Increase

Samsung Electronics and SK hynix may be lifting LPDDR prices for iPhones. According to ZDNet, industry sources said the two companies have negotiated significant price hikes for LPDDR supplied to Apple in the first quarter. Samsung Electronics is said to have pushed for a quarter-on-quarter increase...

2026-01-27

[News] Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier

Microsoft unveiled its latest in-house AI chip, Maia 200, marking a further push into custom silicon for data-center AI workloads. According to the company’s press release, the chip is fabricated on TSMC’s 3nm process and features native FP8 and FP4 tensor cores designed to enhance performance a...

2026-01-27

[News] AI Drives Mature-Node Prices: SMIC Reportedly Up 10%, Vanguard Estimated Up 4–8% From Q1

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

2026-01-27

[News] Micron Launches $24 Billion NAND Expansion in Singapore, Wafer Output Slated for 2028

As global memory demand outstrips supply, memory giants are racing to expand—Micron among the most aggressive as 2026 kicks off. According to Reuters, the U.S. chipmaker is set to announce a new investment in Singapore to boost memory chip production, with at least part targeting NAND flash—a ra...

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