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2026-08-24

[News] YMTC Eyes Record RMB 33B STAR Market IPO Fundraising; 1Q26 NAND Gross Margin Surges to 78.73%

Following CXMT’s IPO, Yangtze Memory Technologies (YMTC) has also had its STAR Market IPO application accepted. According to 21jingji, YMTC plans to raise RMB 33 billion. Of the proceeds, RMB 20.8 billion will be invested in upgrading its mass-production lines to optimize existing manufacturing pr...

2026-08-24

[News] NVIDIA Reportedly Eyes More Than 15% Price Hikes for Vera Rubin, Grace Blackwell Servers in Early 2027

NVIDIA is reportedly moving to raise prices across its AI server ecosystem. According to Bloomberg, sources say prices for servers powered by NVIDIA’s AI chips will increase by more than 15% for some of its biggest customers. The hikes will apply to systems shipped early next year, including those...

2026-08-24

[News] Hot Chips 2026: Samsung’s zHBM Claims 70% Power-Efficiency Gain; SK hynix Evaluates Intel EMIB

South Korean memory giants Samsung and SK hynix took different routes at Hot Chips 2026 in showcasing their HBM roadmaps. According to Wccftech and ServerTheHome, Samsung laid out a three-step evolution from standard HBM to custom HBM and ultimately zHBM, claiming zHBM delivers 70% higher power effi...

2026-08-24

[News] Coherent Samples 300 mm SiC Substrates for Next-Gen AI Cooling

On August 17, Coherent, a global leader in optical communications and advanced materials, announced that it has begun sampling 300mm high-thermal-conductivity silicon carbide (SiC) substrates to key semiconductor partners in the artificial intelligence sector. The milestone signals the transition of...

2026-08-24

[News] Micron’s Sanand Assembly & Test Plant Gets Boost With 12-Hour Shifts, First in Gujarat

As Micron said it can currently meet only about 50% of demand from data-center customers, according to CNBC, the memory giant has received a boost from the Indian government to ramp up output. The Gujarat government has approved Micron’s Sanand facility to operate 12-hour shifts—the first approv...

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