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2025-10-17

[News] Microsoft Reportedly Moving Most Laptop and Server Production Outside China as Early as 2026

According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...

2025-10-17

[News] Memory Giants’ HBM Focus Could Limit DRAM Growth Through 2026; Taiwan Firms Boost DDR4

Global DRAM capacity growth is expected to remain limited through 2026, as major DRAM makers in Korea and the U.S. focus on HBM and advanced-node transitions, Commercial Times reports. As the report highlights, this shift is tightening supply of conventional DDR4 and mainstream DRAM, with Taiwan’s...

2025-10-17

[News] Chinese Research Team Breaks Precision Record with New Analog In-Memory Computing Chip

Analog computing — a computing paradigm distinct from traditional digital approaches — leverages the inherent laws of physics to perform calculations, offering significant advantages in energy efficiency and speed,which put it in the spotlight within AI hardware field in recent years. A res...

2025-10-17

[News] Samsung Unveils CXL Roadmap: CMM-D 2.0 Samples Ready, 3.1 Targeted for Year-End

At the 2025 OCP Global Summit, Samsung not only highlighted its HBM4e advancements—promising per-pin speeds above 13 Gbps and a peak throughput of 3.25 TB/s—but also unveiled its groundbreaking CXL Memory Module (CMM) roadmap, according to TechNews. Notably, TechNews reports that Samsung ...

2025-10-16

[News] TSMC Plans Faster Shift to N2 and More Advanced Nodes in Arizona amid Soaring AI Demand

TSMC held its earnings call today, with its overseas expansion — particularly in the U.S. — as a key focus. Chairman and CEO C.C. Wei said the company is accelerating capacity expansion in Arizona and has made tangible progress. Notably, Wei stated that they are preparing to “upgrade their ...

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