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2026-09-25

[News] Rare Earths in Focus Ahead of Trump-Xi Talks as U.S. Dependence on China Could Last Into 2030s

Rare earths are set to be a key focus of the upcoming meeting between U.S. President Donald Trump and Chinese President Xi Jinping. According to Reuters, the U.S. is expected to remain dependent on China for rare earths well into the 2030s despite rapidly expanding domestic mining and processing cap...

2026-09-24

[News] CXMT, YMTC Ramp Memory Capacity, but China’s AI, Cloud Boom Could Soak Up New Supply Through 2027

China’s two major memory chipmakers are accelerating capacity expansion. According to Commercial Times, CXMT’s monthly DRAM capacity is expected to rise from around 320,000 wafers currently to 420,000 wafers by 2027, while YMTC’s third Wuhan fab is set to begin operations by the end of 2026 an...

2026-09-24

[News] Meta to Launch Charm Device for Muse AI in December, Unveils New VR and Ray-Ban Glasses

Meta is expanding its hardware push beyond smart glasses with new AI and VR devices. According to Reuters, Meta CEO Mark Zuckerberg unveiled Meta Charm, a small handheld device designed for the company’s new Muse AI assistant. About the size of an Apple AirPods case, it features a roughly 2-inch t...

2026-09-24

[News] Micron Reportedly Ends 2GB GDDR7, Narrowing Supply Options for NVIDIA’s RTX 50 Series

As memory supply tightens and major chipmakers prioritize long-term contracts and higher-end products, Micron is reportedly phasing out its 2 GB GDDR7 chips used in several NVIDIA GeForce RTX 50-series graphics cards. TechPowerUp and Gazlog, citing UNIKO's Hardware, report that the products have rea...

2026-09-24

[News] Ligent Technologies Goes Public on HKEX, Raising $723M to Scale Optical Transceiver and Chip Capacity

Ligent Technologies officially listed on the HKEX Main Board on September 22. The company offered 172,014,700 shares globally, with an over-allotment option of up to 25,802,200 additional shares. The offer price was set at HK$32.96 per share, raising approximately HK$5.67 billion in gross proceed...

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