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2026-10-28

[News] SK hynix Eyes EUV-Driven 6F² Scaling, Keeps 4F² and 3D DRAM in Play as Micron Holds Back

While Micron has ruled out adopting 4F² DRAM currently, saying the technology is “not on the roadmap right now,” SK hynix is keeping the door open. During its 3Q26 earnings call, the Korean memory giant said it plans to maximize the potential of its existing 6F² architecture through process i...

2026-10-28

[News] OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA

Google’s push to expand its AI chip business could gain momentum as OpenAI reportedly considers purchasing its TPUs. According to Reuters, citing The Information, OpenAI, one of NVIDIA’s largest GPU customers, plans to purchase Google’s AI chips, sources say. The potential deal would deepen ti...

2026-10-28

[News] SK hynix 3Q26 OPM Hits Record 80%; Says DRAM, HBM Effectively Sold Out to 2029, 14 LTA Customers Signed

SK hynix smashed market expectations with another record quarter, as 3Q26 revenue topped KRW 100 trillion for the first time, reaching KRW 104.62 trillion. Operating profit jumped 38% quarter over quarter to a fresh high of KRW 83.33 trillion, pushing its operating margin to a record 80%. The res...

2026-10-28

[News] Starksemi’s Micro LED Optical Interconnect Passes Technical Validation by Leading Customer

On October 20, China-based Starksemi announced that its Micro LED optical interconnect project had completed technical validation by a leading customer and officially entered the product development phase. Based on an 8-inch silicon-based GaN epitaxy platform and hybrid bonding technology, the so...

2026-10-28

[News] Former Intel CEO Pat Gelsinger Backs Memory Startup Eyeing EUV-Free Z2RAM, Targets Samples Within 4 Years

Former Intel CEO Pat Gelsinger is backing a memory startup developing Z2RAM, a technology targeting SRAM-like speed and DRAM-like density to address AI computing’s memory bottleneck. According to The Register, Nagare Labs recently secured US$5 million in seed funding led by Playground Global, wher...

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