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2025-10-15

[News] HBM4 Race Heats Up: Samsung Targets 13 Gbps HBM4e, Reportedly Revamping Strategy

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...

2025-10-15

[News] SiCarrier Subsidiaries Reportedly Launch China’s Fully Independent EDA, 3nm Test Equipment

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...

2025-10-15

[Insights] Memory Spot Price Update: DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars 7%

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...

2025-10-15

[News] Intel Renews AI Chip Push with Crescent Island, 2H26 Sampling; Reportedly Targeting Annual GPUs

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...

2025-10-15

[News] Renesas Reportedly Weighs $2B Sale of Timing Unit; TI, Infineon Among Potential Buyers

According to Reuters, sources say that Renesas Electronics is exploring the sale of its timing division in a deal that could value the business at nearly $2 billion. The company is reportedly working with investment bankers at JPMorgan on the potential divestment, which is still in its early stages....

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