According to a report from Reuters, David Sacks, the Trump administration’s AI and crypto czar, argues that China is not years behind the U.S. in AI development; instead, the gap may be as short as three to six months. The White House later clarified that he was referring specifically to China’s...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR5 chips have generally reached price parity in the spot market at the beginning of June. Some DDR4 chips are even priced higher than DDR5 chips. As for NAND flash, spot prices were still seen with a slow red...

As Samsung winds down DDR4 production with final orders due in June, module makers seem to be already scrambling for supply. Amid the tight market, rumors say Micron has hiked June DDR4 prices by 50%, sending 8Gb and 16Gb spot prices soaring. Industry sources indicate that DDR4 pricing is in chao...

According to a report from MoneyDJ, citing Nikkei, Japanese automaker Honda is reportedly considering investing in Rapidus, Japan’s public-private foundry venture, to secure access to advanced chips and prepare for potential geopolitical risks. Nikkei notes that Honda is weighing a stake in Rap...

With big techs led by NVIDIA betting on TSMC’s CoWoS, the foundry giant is moving ahead with its CoPoS (Chip-on-Panel-on-Substrate) technology amid strong AI demand. According to MoneyDJ and the Economic Daily News, TSMC’s first CoPoS pilot line is set for 2026, with mass production targeted by ...