According to TrendForce's latest memory spot price trend report, regarding DRAM, momentum in both DDR4 and DDR5 remains weak, as end-user demand continues to struggle with elevated price levels, while 2Q26 contract pricing has yet to be formally announced. Meanwhile, in terms of NAND, module houses ...

Please note that this article cites information from Huawei, Reuters, CNBC, Alibaba, and South China Morning Post. Huawei has released its 2025 annual report. According to Reuters, the company reported 2.2% revenue growth in 2025 on Tuesday, supported by its core infrastructure network and con...

Please note that this article cites information from Commercial Times and Next Apple. As NVIDIA’s Rubin moves into mass production, industry attention is already shifting to the specifications of its next-generation Rubin Ultra. While market rumors suggest that Team Green may integrate four GPU ...

Please note that this article cites information from CNBC, Business Insider, Reuters, and Layoffs.fyi. Oracle is reportedly undertaking job cuts. According to CNBC, sources say the company has begun informing employees that it plans to reduce its workforce by thousands. Business Insider adds tha...

Please note that this article cites information from Commercial Times, The Elec and TSMC. As GPU designs evolve toward denser chip-to-chip connectivity and faster data rates, optical transmission is taking on a bigger role. Foundry giants are also moving in, with TSMC’s COUPE silicon photonics p...