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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...

2026-01-29

[News] Shanghai Recorded 15.1% Growth in Integrated Circuit Manufacturing Output for 2025

On January 21, Shanghai released its 2025 economic data. The city’s full-year GDP exceeded CNY 5.6 trillion, posting a year-on-year growth of 5.4% at constant prices. This growth rate not only surpassed the national GDP growth of 5%, but also marked an increase of 0.4 percentage points compared wi...

2026-01-29

[News] Second-Tier No More: Kioxia and SanDisk Balance Alliance and Rivalry in AI NAND Race

Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

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