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2026-05-25

[News] Industry Reportedly Eyes Separating HBM From GPUs to Expand Memory Capacity; Optical Links May Be Key

As AI workloads continue to scale, growing demand for memory capacity and bandwidth is pushing current GPU-HBM architectures toward their limits. According to ZDNet, a researcher at a major Korean memory manufacturer said memory and packaging companies are discussing a new approach that places GPUs...

2026-05-25

[Insights] As COMPUTEX Nears, Has x86 Already Won the PC Battle Against Arm?

With COMPUTEX approaching, it also marks nearly two years since Windows on Arm (WoA), which once entered the market amid expectations tied to Copilot+ PCs. According to Zhu Shi’s column on TechNews, although software support for Windows on Arm has not performed too poorly over the past two years, ...

2026-05-22

[News] Micron More Upbeat on Outlook, Reportedly Sets 2027 HBM4E Ramp with TSMC for Standard, Custom Logic Dies

Two months after its March earnings call, Micron is turning more upbeat on its outlook, while providing additional details on its custom HBM development progress. At the J.P. Morgan 54th Annual Global Technology, Media and Communications Conference, Micron's Global Operations EVP Manish Bhatia, via ...

2026-05-22

[News] Huawei Reportedly Builds 122TB SSDs With New Packaging Tech Despite Limited 100+ Layer 3D NAND Access

Huawei is reportedly advancing proprietary packaging technology to boost high-capacity SSD density. According to BLOCKS&FILES, the company has produced 122TB SSDs despite lacking access to the latest 100+ layer 3D NAND from major suppliers. The report notes that, with U.S. restrictions limiti...

2026-05-22

[News] SMIC, Hua Hong Reportedly Lift Prices Amid AI-Driven Capacity Shifts; Hua Hong Expects More 12-Inch Hikes in 2026

With AI demand continuing to rise, China’s domestic foundries are seeing stronger orders and raising prices. According to Securities Times, around 80% of listed companies within the Shenwan semiconductor industry classification reported higher operating costs year over year in 1Q26, with wafer fou...

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