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2026-09-14

[News] China’s High-Purity Quartz Reportedly Qualifies for 300mm DRAM Production, Boosting Materials Localization

China is making further inroads into a critical semiconductor materials supply chain, with domestically produced high-purity quartz now qualifying for use in chip production. According to Tom’s Hardware, Jiangsu Pacific Quartz, a Chinese high-purity quartz (HPQ) producer, says quartz products made...

2026-09-11

[News] Samsung-Qualcomm 2nm Deal May Slip to 2027; Foundry Resists Lower Pricing as Process Stabilizes

Samsung Electronics’ efforts to bring Qualcomm back as a major foundry customer may face another delay, but probably for an unexpected reason. According to The Bell, sources say Qualcomm AP production using Samsung Foundry’s 2nm could be pushed back to next year, with prolonged price negotiatio...

2026-09-11

[News] Samsung Electro-Mechanics’ MLCC Revenue Seen Topping KRW 8T in 2027; Murata EOL May Reshape Market

Samsung Electro-Mechanics’ multilayer ceramic capacitor (MLCC) business is emerging as an increasingly important earnings driver, supported by growing demand from AI servers and data centers. According to Popcorn News, the company’s MLCC revenue is projected to rise 38.2% from KRW 4.715 trillion...

2026-09-11

[News] Micron Unveils Record Rewards: Taiwan Staff Get NT$1M Bonus, Up to 68 Months of Compensation

With a Taiwan labor dispute over employee compensation unfolding against a booming memory market, Micron is rolling out its biggest-ever reward package. According to TechNews and Anue, the U.S. memory giant said Thursday (Sept. 11) that it will distribute FY26 rewards to more than 60,000 employees w...

2026-09-11

[News] Huawei Unveils 7.2Tbps Near-packaged Optics Module, Challenging NVIDIA and Broadcom’s CPO Push

As NVIDIA, Broadcom and TSMC rally behind co-packaged optics (CPO), Huawei is charting a different course with near-packaged optics (NPO). According to Nikkei and the South China Morning Post, the Chinese tech giant unveiled its own NPO standard and debuted a 7.2Tbps solution on Thursday at the Chin...

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