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2026-08-04

[News] SK hynix, SanDisk Debut HBF Standard to Challenge AI Memory Bottlenecks with Google, Tenstorrent Support

Six months after SK hynix partnered with SanDisk to drive High Bandwidth Flash (HBF) standardization, the consortium has reached a key milestone by unveiling the first HBF standard specifications. According to SK hynix, the inaugural specification supports capacities of up to 512GB using 8-high and ...

2026-08-04

[News] Across-the-Board 30% Price Hike: MLCC Price Surge Intensifies

With a single AI server cabinet consuming up to 440,000 high-end MLCCs, Samsung Electro-Mechanics reporting a profit surge exceeding 100%, and Japanese and South Korean giants pushing a comprehensive 30% price increase, the passive component industry is now facing a tight-supply dynamic where even i...

2026-08-04

[News] Kioxia Steps Up AI NAND Competition With South Korean Rivals, Eyes PCIe 6.0 and UFS 5.0 Mass Production

Kioxia, the world's third-largest NAND flash supplier, is stepping up its push into the next-generation AI NAND market. According to ZDNet, the company recently began mass production of its 10th-generation (BiCS 10) 3D NAND and plans to begin mass production of PCI Express (PCIe) 6.0 and Universal F...

2026-08-03

[News] Samsung Foundry Eyes 2H26 Full Utilization as HBM4 Base Dies and U.S. Orders Fuel Turnaround Hopes

At last week’s earnings call, Samsung surprised the market with a strong performance, driven almost entirely by its memory business, which contributed 99.7% of total operating profit. While the foundry unit remained in the red, a turnaround could come sooner than expected, with Chosun Biz reportin...

2026-08-03

[News] AMEC Targets 60% High-End Market Coverage Within Five Years as China’s Chip Equipment Ambitions Grow

China's semiconductor equipment ambitions continue to expand. According to The Paper, AMEC Chairman Gerald Yin recently said the company aims to cover at least 60% of the high-end semiconductor equipment market over the next five years, making it the world's most comprehensive semiconductor equipmen...

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