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2026-01-23

[News] Samsung’s Custom HBM4E Design Reportedly Aimed for Mid-2026, Parallels SK hynix and Micron

As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...

2026-01-23

[News] Intel May License Super MIM to UMC, Boosting AI and Advanced Packaging Capability

Intel and UMC are reportedly exploring a deeper partnership aimed at supporting AI-related applications. According to Economic Daily News, sources say Intel plans to license its proprietary “Super MIM” capacitor technology to UMC, a technology used in Intel’s next-generation angstrom-class pro...

2026-01-23

[News] Supply Constraints Hit Intel Q1 Forecast; 14A Customer Demand Expected 2H26–1H27

Amid strong market expectations, Intel reported a fourth quarter slightly above forecasts. However, transcripts from Investing.com and Reuters note that the chipmaker’s growth is being limited by its own supply, as it is struggling to keep up with strong demand for its server processors used in AI...

2026-01-23

[News] Cmsemicon Makes a Foray into NOR Flash Market, New Product Coming

China-based Cmsemicon launches its first non-volatile memory chip. It unveils its first Flash product, CMS25Q40A, which marks the company’s formal and substantive entry into the memory semiconductor sector. It’ s reported that the product is a 4M bit low-power SPI NOR Flash device. It feature...

2026-01-23

[News] Chip Tool Giants Accelerate Advanced Packaging Push, Led by ASML, Tokyo Electron, and Others

As back-end processes take on a larger role in the AI chip era, advanced packaging equipment is rising in strategic importance. According to Hankyung, leading chip equipment makers—including ASML, Applied Materials, Tokyo Electron (TEL), and Lam Research—are moving decisively into the advanced p...

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