Subject


Semiconductors


2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

2026-01-16

[News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038

As AI workloads continue to grow, high-bandwidth flash (HBF) is gaining momentum, with experts forecasting earlier-than-expected commercialization. According to Sisa Journal, KAIST professor Joungho Kim—widely regarded as the “father of HBM”—indicates that Samsung Electronics and SanDisk pla...

2026-01-16

[News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads

Memory giants are treading carefully on NAND capacity expansion and phasing out older products like MLC (Multi-Level Cell), while doubling down on advanced technologies. Notably, at the San Francisco 2025 IEDM conference in December, SK hynix unveiled its cutting-edge 5-bit NAND flash, claiming read...

2026-01-16

[News] MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market

MediaTek has unveiled the Dimensity 9500s and Dimensity 8500, targeting the upper-midrange smartphone market. According to ijiwei, the Dimensity 9500s represents an expansion of the Dimensity 9000 series lineup. It is built on TSMC’s 3nm process and continues MediaTek’s all-big-core CPU architec...

2026-01-16

[News] Taiwan-U.S. Trade Deal Cuts Tariffs from 20% to 15%, Secures $250B Investment with TSMC at Center

After months of negotiations, Taiwan and the U.S. on Jan. 15 (U.S. time) sealed a long-awaited deal that cuts broad tariffs on most Taiwanese goods exported to the U.S. from 20% to 15%, while Taiwanese chipmakers, including TSMC, stand to benefit from lower duties on semiconductors and related manuf...

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