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2026-05-07

[News] Moore Threads, MetaX Reportedly Top NVIDIA in R&D Ratios as China A-Share Chip R&D Hits Record ¥107B in 2025

As Beijing continues pushing for greater semiconductor self-sufficiency, Chinese chip companies are allocating a larger share of revenue to R&D. According to South China Morning Post, first-quarter earnings show that China’s leading chipmakers devoted a higher proportion of revenue to research...

2026-05-06

[News] TSMC Affiliate VIS Reportedly Weighs Second 12-Inch Fab Amid Tight Capacity, Silicon Interposer Push

Vanguard International Semiconductor (VIS), a TSMC affiliate, commented on its future expansion plans, including those related to VSMC, its Singapore joint venture. According to UDN News, VIS Chairman Leuh Fang said the company is evaluating the construction of a second 12-inch fab, as existing capa...

2026-05-06

[Insights] Memory Spot Price Update: Buying Interest Stays Focused on DDR5 as Mainstream DDR4 Edges Down 0.25%

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, buying interest remained concentrated on suppliers’ DDR5 chips, while mainstream DDR4 pricing largely moved sideways, with DDR4 1Gx8 3200MT/s chips edging down 0.25% this week. In the NAND flash segment, spot mark...

2026-05-06

[News] JEDEC Nears 2nd-Gen MRDIMM as CPUs Demand More Bandwidth; Samsung, SK hynix Reportedly Accelerate Push

As agentic AI fuels a structural upswing in CPU demand, the memory architecture behind those processors is moving into equally sharp focus. As MRDIMM (Multiplexed Rank Dual In-line Memory Module) is emerging as one of the key solutions to that bottleneck, the Joint Electron Device Engineering Counci...

2026-05-06

[News] TSMC Reportedly Upgrades Central Taiwan 28/22nm Fab to 4nm; Phase 2 1.4nm Trial Production May Start 3Q27

TSMC is reportedly upgrading its Central Taiwan Science Park fab. According to Economic Daily News, citing supply chain sources, TSMC’s Fab 15A—originally focused on 28nm to 22nm processes—is undergoing a major upgrade to support 4nm production, with legacy equipment being relocated and new to...

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