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Samsung and TSMC are reportedly scaling back their 200mm (8-inch) foundry operations in response to shifting industry dynamics. According to South Korean outlet Hankyung, the two chipmakers have recently begun focusing more on advanced manufacturing using 300mm (12-inch) wafers to produce high value...
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In line with its strategy to focus on advanced chip technologies, TSMC is gradually retreating from lower-margin mature technology segments. Reflecting this shift, GlobalFoundries announced on November 10 a technology licensing deal with TSMC for 650V and 80V Gallium Nitride (GaN) technologies. Acco...
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As SK hynix takes the lead in the HBM4 era, the memory powerhouse is reportedly accelerating its push into NAND—a segment long considered secondary. DealSite reports that the company plans to start shipping 321-layer Quad-Level Cell (QLC) NAND products in the second half of 2026 and significantly ...
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Intel has made AI a cornerstone of its turnaround strategy, yet recent leadership changes underscore the challenges of executing that vision. According to Reuters, the company’s chief technology and AI officer, Sachin Katti, has left to join ChatGPT maker OpenAI, prompting CEO Lip-Bu Tan to take d...
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As the memory supersycle accelerates, the latest wave of price increases has spread from DRAM to other segments, with major suppliers reporting sold-out orders and aggressive price adjustments. Taiwan’s Macronix, according to the Economic Daily News, is said to be preparing a 30% price hike for NO...