Anthropic’s IPO filing sheds new light on the AI developer’s growing reliance on a small group of technology partners. According to Reuters, citing a copy of the confidential filing, Anthropic routed 47% of its sales to customers last year through Amazon and Alphabet’s Google, up from 32% in 2...

The DRAM spot market remained relatively quiet this week, partly due to holidays in several regional markets, while buyers stayed conservative and prices fluctuated within a narrow range. The average spot price of mainstream DRAM chips (i.e., DDR4 1Gx8 3200MT/s) rose 0.93% from US$45.89 last week (S...

As AI chips grow larger and more complex, glass substrates are emerging as a potential next step in advanced packaging. According to Commercial Times, NVIDIA is reportedly evaluating the technology for next-generation AI chip packaging, drawing growing attention to Taiwan’s display panel and glass...

According to corporate database Qichacha, Wuhan Xinrongguang Technology Co., Ltd. (hereinafter "Wuhan Xinrongguang") was registered on September 2 in the Wuhan East Lake High-tech Development Zone with a registered capital of CNY 13.2 billion. Sun Peng serves as the legal representative. The comp...

AI-driven HBM demand is set to take up a growing share of global DRAM production capacity. According to Reuters, Samsung Electronics Executive Vice President Kim Taewoo said HBM is expected to account for nearly 30% of the DRAM industry’s total wafer capacity next year, up from about 20% currently...