Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...

Recent media reports indicate that some Japanese suppliers of tungsten hexafluoride (WF₆) have notified Korean semiconductor companies of possible disruptions in raw material supply, with existing inventories expected to last only until mid-2026. Industry observers warn that such supply constraint...

While Apple remains one of the most powerful buyers in the tech supply chain, it is still not immune to mounting pressure from surging memory prices and tight supply. According to Chinese media outlet Jiemien News, checks on Apple’s China online store show delivery times for high-memory Mac mini a...

As export curbs continue to hinder NVIDIA’s H200 from gaining traction in China, domestic chip leader Huawei is emerging as a key beneficiary. According to The Information, cited by 163.com, DeepSeek plans to deploy its upcoming V4 model on Huawei’s latest AI processor, the Ascend 950 PR. Here�...

TSMC’s upcoming April 16 earnings call is set to be closely watched, as investors assess whether strong AI demand continues to support revenue momentum. According to Commercial Times, expectations are high that TSMC’s first-quarter revenue will remain above the NT$1 trillion mark. In line with t...