Google’s TPU is gaining traction as a strong alternative to NVIDIA, and Samsung is emerging as a beneficiary of the growing ASIC trend. According to Chosun Biz, Samsung Electronics is supplying HBM to Broadcom, the world’s largest ASIC design company, and its sixth-generation HBM (HBM4) has repo...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

Under tightening U.S. export restrictions, China is turning to innovative chip architectures to bolster computing capabilities. According to South China Morning Post, this strategy—pairing mature-node chips with novel system designs—aims to narrow the performance gap with NVIDIA. South China ...

As Prime Minister Sanae Takaichi’s recent comments further strain Japan–China relations, rumors are now swirling that Tokyo has tightened controls on photoresist exports crucial for wafer production—stoking new fears over China’s chip output, according to the Commercial Times. Commercial ...

On November 19, China’s Shenzhen Kuotan Semiconductor Technology (Huizhou Huishikang Technology) announced plans to invest RMB 1.15 billion to build the world’s largest 12-inch optical-grade silicon carbide (SiC) materials production base in Zhongkai district, Huizhou, Guangdong. The project ...