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2026-07-31

[News] DDR5 MRDIMMs Gain Momentum; Renesas Unveils 16,000 MT/s Chipset as AMD Reportedly Eyes Adoption

DDR5 MRDIMMs are gaining traction as rising compute demand drives memory makers to accelerate their product roadmaps. According to Wccftech, Renesas has unveiled a new MRDIMM chipset solution capable of enabling DDR5 MRDIMM speeds of up to 16,000 MT/s, up to 25% faster than the previous generation. ...

2026-07-31

[News] NAND’s 2026 Playbook: Samsung, SK hynix Chase Upgrades and SSD Mix Over Volume

Ahead of Kioxia's earnings call today, Samsung and SK hynix's 2Q26 results, released earlier this week, both point to NAND Flash's return as a key growth driver. Crucially, ASP gains, rather than shipment growth, are driving the recovery. With major capacity expansion not expected until 2028–29, m...

2026-07-31

[News] ASE Again Raises 2026 CapEx to Record US$10.5B; Eyes 2x Leading-Edge Advanced Packaging Revenue by 2027

ASE, the world's largest outsourced semiconductor assembly and test (OSAT) provider, announced at its July 30 earnings call that it has again raised its 2026 capital expenditure. According to Economic Daily News, the company increased its 2026 capital expenditure from US$8.5 billion to US$10.5 billi...

2026-07-31

[News] TSMC Reportedly Develops EMIB-like Packaging with Kinsus to Prevent Potential Customer Shift to Intel

With TSMC's CoWoS (Chip-on-Wafer-on-Substrate) capacity under pressure, the foundry leader is reportedly developing an advanced packaging solution similar to Intel's Embedded Multi-die Interconnect Bridge (EMIB). Citing The Information, TechPowerUp reports that the technology, internally dubbed "EMI...

2026-07-31

[News] Israel Reportedly Withdraws $425M Intel Grant as Kiryat Gat Expansion Remains Uncertain

While Intel is benefiting from surging CPU demand and has announced a €5 billion (US$5.7 billion) investment to expand its Ireland fab, its previously planned expansion in Israel remains uncertain. According to CTech, Israel has canceled a NIS 1.3 billion ($425 million) grant for Intel in 2025 aft...

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