After another strong quarter likely to set record sales and EPS in 1Q FY26, Micron highlighted its HBM4 progress during the earnings call. The company said it has shipped customer samples boasting over 2.8TBps bandwidth and pin speeds above 11Gbps, outperforming competitors, according to ZDNet, Chos...

Recently, Nikkei noted that Apple has reportedly been in talks with suppliers about establishing a test production line for the foldable iPhone in Taiwan, with plans to begin mass production in India by 2026. However, according to TechNews, industry sources state that Apple has not yet decided whet...

AI giants are joining forces, again. On September 22, OpenAI and NVIDIA unveiled a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for the ChatGPT maker’s next-gen AI infrastructure. NVIDIA plans to invest up to $100 billion in OpenAI as the new systems come online...

AMEC, one of China’s leading chip equipment makers, is stepping up its investment efforts. According to ESM China, AMEC announced that its subsidiary, AMEC Semiconductor (Shanghai), plans to jointly establish Shanghai Zhiwei Panfeng Venture Capital Partnership together with Shanghai Zhiwei Private...

Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...