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2025-02-26

[News] Samsung Reportedly Targets 1,000-Layer NAND by 2030, Rolls Out Wafer Bonding at 400 Layers

As the NAND race heats up, Samsung has revealed its roadmap, aiming to develop 1,000-layer NAND by 2030, according to the bell. To achieve the goal, the memory giant plans to introduce a "multi-BV" NAND structure, stacking four wafers to break structural limits, the report suggests. Citing Song J...

2025-02-26

[News] TSMC Reportedly Weighs Investment in South Korea’s FuriosaAI Amid Meta Acquisition Talks

As CSPs ramp up on in-house AI chips, market rumors have been circulating that Meta is in talks to acquire Seoul-based AI chip startup FuriosaAI, according to Forbes. However, Meta may not be the only tech giant interested in the deal. South Korean media outlet the bell suggests that Taiwanese found...

2025-02-26

[News] DeepSeek Adoption Reportedly Fuels NVIDIA H20 Orders, Led by Tencent, ByteDance, Alibaba

Although there were previous concerns that DeepSeek might slow down the AI chip market, according to Reuters, Chinese companies are ramping up orders for NVIDIA’s H20 AI chips due to the growing demand for DeepSeek’s low-cost AI models. The report, citing sources, highlights that in response ...

2025-02-25

[News] Trump Administration Reportedly Eyes Stricter Chip Export Curbs on China, With TEL and ASML in Focus

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

2025-02-25

[News] China Advances in AI Chips: Huawei Reportedly Boosts Yield to 40%, Making Ascend Line Profitable

China appears to be quickly catching up in the memory sector, with CXMT and YMTC leading the charge. Now, the country seems to be making strides in AI chips as well, an area dominated by U.S. giant NVIDIA. According to the Financial Times, Huawei has boosted the yield of its latest AI chips to nearl...

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