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2026-01-12

[News] Memory OSAT Prices Reportedly Jump 30%, Led by Powertech, Micron’s Key Supplier

While upstream memory makers continue to lift prices as supply tightens and demand surges, the impact is now cascading into the testing and packaging segment. According to the Economic Daily News, major Taiwanese memory OSAT providers — led by Micron’s key partner Powertech Technology — have r...

2026-01-12

[News] Leather Tycoon Eyes Hong Kong–Based Wide-Bandgap Hub, Moves to Acquire Power Chip Firm

China International Development Corporation Limited (CIDC), a leather apparel-focused company, and Bowei Limited, a wholly owned subsidiary of LONTEN Semiconductor, signed a strategic cooperation memorandum of understanding on January 6, 2026, announcing plans to jointly establish an advanced power ...

2026-01-12

[News] China’s Iluvatar CoreX Reportedly to Unveil 2026–28 GPU Roadmap, Targeting NVIDIA H200, B200

As China accelerates its push for domestic chips, Iluvatar CoreX has emerged as a new focus of industry attention following its recent listing in Hong Kong. According to ijiwei, the company disclosed that it will unveil the road map for its next three product generations on January 26, covering area...

2026-01-09

[News] NVIDIA Fuels HBM4 Race: 12-Layer Ramps, 16-Layer Push by SK hynix, Samsung, and Micron

At CES 2026, NVIDIA takes the lead with its next-generation Rubin, positioning itself as the initial, exclusive HBM4 client currently. While the AI chip giant is certainly reshaping the HBM4 landscape, TrendForce observes it has pushed per-pin speeds above 11 Gbps, forcing SK hynix, Samsung, and M...

2026-01-09

[News] Tokyo Electron Reportedly Raises FY26 CapEx 48% to Record High, Bets on DRAM Etching Demand

Rising memory prices are expected to lift production and drive stronger demand for chipmaking equipment. According to Nikkei, Toshiki Kawai, president of Tokyo Electron, said the wider adoption of AI is boosting chip demand, prompting memory makers to ramp up equipment purchases from 2026. As a resu...

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