Please note that this article cites information from Tom’s Hardware, Investing.com, and Google. A new Google research breakthrough is sending ripples through the memory sector, with claims that it can sharply reduce memory consumption without any loss in model accuracy. According to Tom’s Hardw...

Please note that this article cites information from ijiwei, Nikkei, and TechNews. Following the memory price surge, price hikes are now spreading to the analog chip segment. According to ijiwei, sources say STMicroelectronics has sent a price increase letter to customers, stating that prices ac...

Following the 2023 surge in LLM-based automation—sparked by breakout projects like AutoGPT—and Andrew Ng’s advocacy for “Agentic AI,” the flourishing Generative AI (GenAI) sector is undergoing a profound transformation. It is evolving from systems that merely respond to prompts into sophis...

Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...

The global semiconductor industry is shifting its focus from the race for advanced nodes to competition over supply chain resilience in mature processes. Chinese foundries are stepping up efforts in capacity expansion, process upgrades, and ecosystem development in a move to seize the opportunities....