Subject


Semiconductors


2026-04-02

[News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization

As STMicroelectronics moves to address rising chip demand in China through its partnership with local foundry Huahong, another major chipmaker is also stepping up its China push. According to Jiemien News and IT Home, onsemi has designated Shanghai as its Greater China headquarters, alongside pla...

2026-04-02

[News] Samsung Exynos 2600 Reportedly Trails Snapdragon by Up to 28% in Battery Life; 2nm Efficiency Faces Doubts

Samsung’s Exynos 2600 is reportedly facing challenges in power efficiency. According to Chosun Biz, tests conducted under identical conditions comparing the chip with Qualcomm’s Snapdragon 8 Elite Gen 5 revealed a battery life gap of up to 28%. While overall performance between the two is consid...

2026-04-01

[News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel

The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers...

2026-04-01

[Insights] Memory Spot Price Update: DDR3 Strength Contrasts Weak DDR4/ DDR5 Amid High Prices, Soft Demand

According to TrendForce's latest memory spot price trend report, regarding DRAM, momentum in both DDR4 and DDR5 remains weak, as end-user demand continues to struggle with elevated price levels, while 2Q26 contract pricing has yet to be formally announced. Meanwhile, in terms of NAND, module houses ...

2026-04-01

[News] NVIDIA’s Rubin Ultra Seen Sticking to Dual-Die Design on Packaging Constraints; TSMC 3nm Demand Intact

Please note that this article cites information from Commercial Times and Next Apple. As NVIDIA’s Rubin moves into mass production, industry attention is already shifting to the specifications of its next-generation Rubin Ultra. While market rumors suggest that Team Green may integrate four GPU ...

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