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Memory Makers’ push to expand long-term contracts is reshaping memory market dynamics, with potential implications for pricing. According to Fnnews, citing analysts, the broader use of long-term supply agreements (LTAs) by Samsung Electronics may, paradoxically, drive prices higher and introduce a...
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Intel’s leading-edge nodes, spearheaded by 18A, are gradually building momentum, while its advanced packaging portfolio is also showing clear traction. According to Wccftech, Intel’s EMIB (Embedded Multi-die Interconnect Bridge) has reached 90% yield levels, with Google and Meta Platforms emergi...
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Recently, CT-Unite released its CT-21X gallium nitride (GaN) magnetic encoder chip, marking the debut of China’s first GaN-based encoder specifically designed for humanoid robot joints. The launch represents a key breakthrough in the country’s development of high-end, application-specific chips ...
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Japan’s TOTO, long associated with its toilet business, is emerging as an increasingly important supplier of key semiconductor components. According to Nikkei, the company’s earnings are now being driven by high-precision ceramic parts used in chipmaking equipment essential to the AI boom. Notab...
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Samsung Foundry is reportedly stepping up its silicon photonics efforts. According to ZDNet, the company said in its 1Q26 earnings release that its foundry has secured orders from a major optical communication module provider. Samsung Electronics said it is currently in talks with several major g...