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2026-10-29

[News] China’s First 12-Inch Polycrystalline Silicon Carbide Substrate Unveiled

Hunan Titan Future Technology has developed China’s first 12-inch polycrystalline silicon carbide (SiC) substrate, according to an October 26 report by Changsha Evening News. Based in Wangcheng Economic and Technological Development Zone in Changsha, the company has designed the substrate for a...

2026-10-29

[Insights] NVIDIA RTX 60 May Slip to 2028, AMD RDNA 5 Also in Question: Why Are Gaming GPU Cycles Slowing?

For more than a decade, PC gamers have grown accustomed to new generations of GeForce or Radeon graphics cards roughly every two years. But that upgrade cycle now appears to be slowing. According to Zhu Shi's column on TechNews, NVIDIA launched its RTX 30 series in 2020, followed by the RTX 40 serie...

2026-10-28

[News] CXMT Reportedly Ships HBM3E Samples, Eyes Production Within 2 Months Despite 20–30% Yields

China's CXMT is reportedly preparing to begin limited production of HBM3E despite significant yield challenges. According to Reuters, citing sources, CXMT's HBM3E yields currently stand at just 20% to 30%, well below the approximately 70% achieved by South Korea's SK hynix. The company has reportedl...

2026-10-28

[Insights] Memory Spot Price Update: NAND Price Cuts Accelerate Amid China Phone Discounts; 512Gb TLC Sink 9.19%

According to TrendForce’s latest memory spot price trend report, DRAM saw limited trading in branded DDR4 and DDR5 chips on demand from specific orders, lifting select chip prices slightly despite weak overall momentum. In NAND Flash, Chinese smartphone brands slashed prices during Double 11 promo...

2026-10-28

[News] AI-Driven Component Costs Reportedly Push HP, ASUS, Acer to Shift Some PC Production Back to China

Rising component costs are prompting major PC makers to reconsider their manufacturing strategies, with some production reportedly shifting back to China. According to Nikkei, citing industry sources, leading PC brands including HP, ASUS, and Acer are moving part of their production from Thailand an...

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