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2026-08-13

[News] Huawei Reportedly Readies Mate 90, XT2 for Sept. with Tau Scaling Chips Said to Match 3nm Performance

Huawei is preparing its next wave of flagship smartphones as it advances its in-house chip development. According to MyDrivers, sources say the company plans to unveil the Mate 90 series and next-generation Mate XT2 tri-fold smartphone in September. Both models will reportedly feature the Kirin 202...

2026-08-12

[News] Micron Flags HBM4E as Start of Custom HBM Era; HBM Market Could Tilt Toward Dual-or-Single Suppliers

Memory giants are increasingly turning to custom HBM as the next growth engine. At the KeyBanc Technology Leadership Forum 2026, Micron EVP Sumit Sadana, according to Investing.com, said the shift toward custom HBM will begin with HBM4E, with the company planning to work with customers on custom SKU...

2026-08-12

[News] SK hynix Reportedly Restarts Dalian Fab 2, Targets 1H27 Mass Production and 50% China NAND Capacity Boost

SK hynix is reportedly restarting investment in its second NAND flash plant in Dalian, China. According to Seoul Economic Daily, sources say the company’s NAND subsidiary Solidigm resumed investment in Dalian Fab 2 in the first half of this year and has completed construction of the fab building. ...

2026-08-12

[Insights] Memory Spot Price Update: DRAM Spot Trading Stays Subdued as Pricing Gap Persists; DDR4 Up 0.93%

According to TrendForce’s latest memory spot price trend report, DRAM spot trading remains subdued as buyers and sellers remain far apart on pricing, with the average spot price of mainstream chips (DDR4 1Gx8 3200MT/s) edging up 0.93%. In NAND flash, NAND spot trading remains sluggish, though 512G...

2026-08-12

[News] ASE’s SPIL Breaks Ground on Nearly TWD 100B Plant in Douliu to Boost CoWoS Capacity, Operations Set for 2028

Competition in AI advanced packaging is heating up, with ASE subsidiary SPIL accelerating capacity expansion. According to Commercial Times, SPIL broke ground on August 11 on a nearly TWD 100 billion, 6-hectare plant in Douliu, Yunlin, which will introduce CoWoS advanced packaging and begin first-ph...

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