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...

According to ijiwei, citing Yicai, Qiyunfang, a subsidiary of SiCarrier—a fast-rising Chinese semiconductor equipment firm reportedly linked to Huawei—has unveiled two domestically developed EDA products with fully independent intellectual property rights at China’s SEMiBAY. As the report s...

According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...