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2026-08-28

[News] HBF Promises Massive Capacity but Could Reportedly Cost More Than HBM, With Bandwidth at Just ~60% of HBM

HBF has emerged as a closely watched new memory technology, promising far greater capacity than HBM at a similar cost. However, its potential role may be more limited than initially expected. According to Tom’s Hardware, GPU IP company OXMIQ Labs said at Hot Chips 2026 that High Bandwidth Flash (H...

2026-08-28

[News] YMTC Deepens Supplier Ties as 17 IC Firms Commit RMB 6B in Wuhan, With AMEC Among Key Players

As Chinese NAND giant YMTC’s IPO moves closer to formal acceptance, the company is quietly deepening its local semiconductor supply chain around its home base in Wuhan’s Optics Valley. According to Star Market Daily, 17 IC companies recently signed agreements in Wuhan involving more than RMB 6 b...

2026-08-27

[News] Qualcomm Reportedly Enlists Samsung, SK hynix as HBC Memory Partners; TSMC Eyes Packaging Role

Chipmakers are increasingly moving into the memory space, with Qualcomm among the latest to enter the field. The company unveiled its high-bandwidth compute (HBC) architecture in June, separating the compute engine from the SoC and placing it beneath an LPDDR DRAM stack. Notably, Samsung Electron...

2026-08-27

[News] Apple’s First Ternus-Era Launch Event Set for Sept. 9, Foldable May Debut; Standard iPhone 18 Eyed for 2027

Apple’s September launch will mark the first major product event under incoming CEO John Ternus, who is set to succeed Tim Cook on September 1. According to TechNews, this year’s event, themed “Surprise and shine,” will take place at 10 a.m. PT on September 9 at the Steve Jobs Theater in App...

2026-08-27

[News] Kioxia Reportedly Plans JPY 1T+ NAND Fab in Japan, Operations Eyed for 2029 or Later

Memory makers are expanding capacity to capitalize on the ongoing memory upcycle. According to Nikkei, sources say Kioxia Holdings plans to build a new NAND flash production facility at its plant in northern Japan, with investment expected to exceed JPY 1 trillion (US$6.27 billion). As the report...

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