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2026-01-29

[News] Samsung Foundry Reportedly Expects 30%+ 2nm Order Growth in 2026; 1.4nm Set for 2029

Samsung appears to be gaining momentum in advanced processes, with signs of a potential rebound in its foundry business. According to ZDNet, Samsung Electronics said progress on its 2nm node, along with related customer order intake, is proceeding smoothly. The report notes that the company says th...

2026-01-29

[News] EMIB Challenges Test Intel amid Buzz of NVIDIA Considering 14A/18A and Advanced Packaging

As NVIDIA CEO Jensen Huang arrived in Taipei today and reportedly reaffirmed cooperation with Intel on x86 CPU development, market attention has refocused on how Team Green will navigate the rising wave of dual-foundry strategies. The renewed interest comes as reports suggest major tech players, inc...

2026-01-29

[News] Alibaba T-Head Unveils New AI Chip Said to Match NVIDIA H20 as IPO Speculation Builds

Amid speculation over a potential spinoff and IPO application, Alibaba’s chip unit T-Head has released its latest chip. According to Chinese outlet Phoenix New Media, Alibaba T-Head has listed its high-end AI chip, Zhenwu 810E, on its official website, with the report noting that the chip featur...

2026-01-29

[News] SK hynix Flags Ongoing DRAM Tightness in 2H26, NAND at Similar Levels; HBM4 in Focus

Memory supply remains tight, and SK hynix addressed the situation during its earnings call. According to Aju News, the company said its DRAM inventory fell sharply year on year in the fourth quarter, adding that output is being shipped to customers immediately, leaving little room for inventory bui...

2026-01-29

[News] Samsung Trails SK hynix for 2025 but Tops Q4 with Record KRW 20T Earnings amid Chip Rebound

Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...

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