Competition for leadership in next-generation memory technology, Compute Express Link (CXL), is intensifying among global memory makers. According to Hankyung, sources say CXL could emerge as the next key battleground after HBM, with Samsung recently unveiling a new system delivering up to 10× perf...

The AI compute race is heating up, pushing advanced packaging to the forefront, with TSMC’s CoWoS emerging as one of the most constrained resources in the global AI supply chain. According to Commercial Times, sources say the average selling price (ASP) of a single CoWoS wafer is around $10,000—...

Global memory makers’ shift toward high-capacity products is reshaping the market, with Taiwan’s Macronix emerging as a key beneficiary. According to Economic Daily News, following Samsung’s exit from MLC NAND, Macronix’s NAND revenue share jumped from 21% to 30% in the first quarter of 2026...

China’s AI inference GPU sector is seeing fresh momentum. According to ifeng.com, China-based AI inference GPU company Sunrise has completed a new funding round exceeding RMB 1 billion, bringing its valuation above RMB 10 billion and becoming the first unicorn in China’s pure-play inference GPU ...

China's domestic GPU maker, Moore Threads, reportedly turned profitable in Q1 2026, marking its first quarterly profit since listing on the STAR Market in December 2025. According to EE Times China, the company generated revenue of RMB 738 million in the first quarter, up 155.35% year over year. Net...