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2025-06-26

[News] Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

2025-06-26

[News] NVIDIA and Foxconn in Talks to Deploy Humanoid Robots in Houston, Production Expected Next Year

In Houston, NVIDIA and Foxconn are actively discussing the deployment of humanoid robots to support AI server manufacturing at a new facility. As per Reuters, if the project proceeds successfully, it will mark NVIDIA’s first use of humanoid robots in its manufacturing processes, and also represent...

2025-06-26

[News] Xiaomi Makes Waves Again: XRING O2 Trademark Reportedly Filed, AI Smart Glasses Coming Soon

With its first in-house 3nm chip, XRING O1, grabbing world’s attention in May, Xiaomi seems ready to impress the market again. According to Wccftech, Xiaomi may have already started developing the XRING O2, with its trademark recently filed. According to leakers cited by Wccftech, the XRING O2 ...

2025-06-25

[News] Samsung Reportedly Prioritizes 2nm/4nm Improvements, with 1.4nm Unlikely Before 2028-29

With key rivals TSMC and Intel aiming for 2nm and 18A mass production in the second half of 2025, Samsung is reportedly adjusting its business strategy as well. According to ZDNet, it is now focusing on yield improvements and optimization for its current advanced nodes, particularly 2nm and 4nm. ...

2025-06-25

[Insights] Memory Spot Price Update: DDR4 Module Prices Overtake DDR5; Tariff Fears May Trigger Panic Buying

According to TrendForce's latest memory spot price trend report, regarding DRAM, prices of DDR4 modules have climbed above those of DDR5 modules. Looking ahead, a key short-term focus is whether new U.S. tariffs will be imposed—potentially sparking another wave of panic buying. As for NAND flash, ...

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