As Chinese NAND giant YMTC’s IPO moves closer to formal acceptance, the company is quietly deepening its local semiconductor supply chain around its home base in Wuhan’s Optics Valley. According to Star Market Daily, 17 IC companies recently signed agreements in Wuhan involving more than RMB 6 b...

Chipmakers are increasingly moving into the memory space, with Qualcomm among the latest to enter the field. The company unveiled its high-bandwidth compute (HBC) architecture in June, separating the compute engine from the SoC and placing it beneath an LPDDR DRAM stack. Notably, Samsung Electron...

Apple’s September launch will mark the first major product event under incoming CEO John Ternus, who is set to succeed Tim Cook on September 1. According to TechNews, this year’s event, themed “Surprise and shine,” will take place at 10 a.m. PT on September 9 at the Steve Jobs Theater in App...

Memory makers are expanding capacity to capitalize on the ongoing memory upcycle. According to Nikkei, sources say Kioxia Holdings plans to build a new NAND flash production facility at its plant in northern Japan, with investment expected to exceed JPY 1 trillion (US$6.27 billion). As the report...

As NVIDIA forecasts a 70% surge in FY28 revenue, signaling that AI investment remains robust, the chipmaker is ramping up commitments to secure critical memory supply. According to Investopedia, NVIDIA's supply and capacity commitments, as disclosed in Q2 FY27, jumped to $279 billion from $119 billi...