Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, spot quotes are steadily rising for mainstream chips such as DDR5 16Gb, DDR4 8Gb, DDR3, and eTT products, reflecting continued market confidence in future price hikes. Meanwhile, in NAND, optimism is making some spot tr...
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According to Economic Daily News, sources say OpenAI CEO Sam Altman visited Taiwan on the 30th, reportedly discussing cooperation details of the U.S. AI project “Stargate” with Foxconn, the project’s largest AI server supplier. He reportedly also met with TSMC to discuss key issues such as waf...
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According to Commercial Times, industry sources suggest that Tesla and Apple are evaluating the use of glass substrates to improve chip performance. The report notes that if adopted, the move would likely target advanced, large-die applications such as autonomous driving platforms or AI server proc...
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With Team Blue currently hosting its first Intel Tech Tour in Arizona, new details on the 18A ramp-up have emerged. Commercial Times reports that the semiconductor began limited shipments to U.S. customers in Q3, with 18A wafers already in production and initial output of its own CPUs expected in Q4...
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According to its press release, imec announced a leadership transition, appointing Patrick Vandenameele as its next CEO effective April 2026, while sharpening its focus on the rising demands of AI chipmaking. At the same time, the institute reported breakthroughs in single-patterning High-NA EUV lit...