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2026-01-26

[News] Samsung Reportedly Set to Begin Official HBM4 Shipments to NVIDIA and AMD in February

Samsung appears to be making solid headway in HBM4, with recent progress reinforcing industry expectations that the company could regain its competitiveness in next-generation memory. According to Hankyung, industry sources say Samsung is poised to begin official HBM4 shipments next month to major A...

2026-01-26

[News] Samsung Readies New Price Hikes: Consumer DRAM, SSD Reportedly Doubled, NAND Set for 50%+ Rise

Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...

2026-01-26

[News] Intel Reportedly Presents First Thick-Core Glass Substrate with EMIB, Targeting AI Data Centers

Intel has reportedly made fresh progress in glass substrate technology, indicating that the company has not exited the space despite market speculation. According to Wccftech, Intel Foundry displayed a “Thick Core” glass substrate integrated with its EMIB packaging technology at this year’s NE...

2026-01-26

[News] Chinese AI Models Reportedly Hit ~15% Global Share in Nov. 2025, Fueled by DeepSeek Open-Source Push

The use of generative AI developed by Chinese companies is expanding. After DeepSeek shocked the world a year ago, the country’s open-source models have steadily gained momentum. According to Nikkei, generative AI developed by Chinese companies account for about 15% of global market share in Novem...

2026-01-23

[News] Alibaba Chip Unit T-Head Reportedly Eyes Spinoff & IPO; AI Chip Said Comparable to NVIDIA H20

China’s AI chip sector could be approaching another high-profile listing. According to Bloomberg, sources say Alibaba is preparing to take its chipmaking arm, T-Head, public. As an initial move, Alibaba is said to be restructuring the unit into a business partly owned by employees, before explorin...

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