The rapid acceleration of AI compute infrastructure is reshaping the global supply-and-demand landscape for non-ferrous metals. On July 29, the China Nonferrous Metals Industry Association released its latest data, showing that in the first half of this year, the output of ten non-ferrous metals ...

While SK hynix recently unveiled the HBF (High Bandwidth Flash) standard with SanDisk, Samsung is set to showcase its 3D memory and storage roadmap at FMS 2026 as well, highlighting technologies such as “zHBM” and “Z-NAND” aimed at alleviating AI system bottlenecks, according to Money Today....

Higher wafer and memory costs are beginning to push up graphics card prices. According to ZDNet, sources say prices for NVIDIA's GeForce RTX 50 series graphics cards in South Korea could rise by as much as 30% this month. The report attributes the expected price increases to higher wafer and GDDR7 m...

China's DRAM maker CXMT is reportedly considering another major capacity expansion. According to Reuters, sources say CXMT is weighing plans to build a second 12-inch DRAM fab in Beijing and is seeking at least RMB 60 million (US$8.9 million) in funding from the governing body of the Beijing Economi...

Intel's EMIB-T advanced packaging ecosystem is driving strong order momentum across its supply chain. According to Economic Daily News, Powerchip Semiconductor Manufacturing Corp. (PSMC) has entered Intel's EMIB-T supply chain through its 12-inch integrated passive device (IPD) platform, becoming th...