Shortly after Micron dismissed HBM4 sidelined rumors, another memory giant, Samsung, announces that it starts HBM4 mass production, shipping the first commercial units and taking an early lead in the market. Using its advanced 6th-gen 10nm-class (1c) DRAM and 4nm logic die processes, the company hit...

Ahead of its upcoming earnings, U.S. chip equipment giant Applied Materials faces a $252 million hit, agreeing to settle over illegal exports of chipmaking tools to China’s top foundry, SMIC, Reuters reports. The announcement, as per Reuters, was made by the U.S. Department of Commerce on Wedne...

AI-driven demand is fueling a new wave of capacity expansion, and the market is now suggesting that Innolux’s Nanke (Southern Taiwan Science Park) Fab 5 may be sold. According to Liberty Times, panel maker Innolux plans to sell the facility to a major semiconductor packaging and testing company, w...

Samsung’s annual flagship lineup, the Galaxy S26 series, is set to launch. Economic Daily News notes that Samsung has scheduled a global product launch event in San Francisco on February 25 (U.S. Pacific Time), where it is expected to unveil its AI-focused flagship lineup. As noted by Chosun Il...

Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production o...