As AI chip demand surges, existing high-bandwidth memory (HBM) is facing supply and cost challenges, prompting the search for alternative memory technologies. According to Tom's Hardware, an Intel patent application published on July 2, 2026 reveals the company's proposed cross-batch memory (XBM) ar...

Memory pricing is expected to extend its rally amid surging AI demand. Citing ADATA Chairman Simon Chen, Taiwan's Economic Daily News and Commercial Times report that memory makers have notified customers of another 20%-30% increase in DRAM contract prices for Q3, while NAND Flash contract prices ar...

TSMC's push into silicon photonics is drawing growing market attention, with wafer capacity for PIC (Photonic Integrated Circuits ) expected to expand significantly. According to Commercial Times, institutional investors estimate that TSMC's PIC capacity will increase from around 500 wafers per mo...

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, the overall spot trading volume remains rather limited, with DDR3 and 4Gb DDR4 chip prices rising slightly. In NAND Flash, suppliers are alleviating quotations continuously to adjust inventory, though overall stocki...

Following the lead of AI giants OpenAI and Anthropic, which are developing custom silicon, Chinese players are making their own chip push. According to Reuters, DeepSeek is developing an in-house inference processor aimed at reducing reliance on both NVIDIA and Huawei hardware. On the other hand, Th...