With Intel officially unveiling Panther Lake, more details about the processor—its first built on the 18A node—are coming to light. According to Zhu Xi’s column in TechNews, Panther Lake’s performance could determine whether Intel can stage a comeback in advanced process technology. As Te...

According to Reuters, ASML warned of a sharp decline in demand from China in 2026, even as its third-quarter bookings exceeded market expectations. The report, citing CEO Christophe Fouquet, noted that while ASML does not expect its overall 2026 net sales to fall below 2025 levels, it foresees a sig...

The HBM4 race is heating up. Shortly after Micron showcased its HBM4 progress, shipping customer samples with over 2.8 TB/s bandwidth and pin speeds above 11 Gbps, Samsung unveiled impressive HBM4e details at the 2025 OCP Global Summit. According to SeDaily and TweaksTown, Samsung’s HBM4e, sla...

According to ijiwei, citing Yicai, Qiyunfang, a subsidiary of SiCarrier—a fast-rising Chinese semiconductor equipment firm reportedly linked to Huawei—has unveiled two domestically developed EDA products with fully independent intellectual property rights at China’s SEMiBAY. As the report s...

According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...