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2025-09-22

[News] Samsung Reportedly Plans Q4 Memory Price Hikes: DRAM Up 30%, NAND Up 10%

According to ICsmart, after earlier reports that Micron plans to raise DDR4/DDR5 prices by 20%–30%, Samsung is now also said to be increasing memory product prices by 15%–30% in the fourth quarter. Sources state that Samsung has informed major customers that in Q4, contract prices for DRAM pr...

2025-09-22

[News] Samsung 12H HBM3e Reportedly Clears NVIDIA Tests After 18-Month Setback, HBM4 Reaches Final Phase

After a year and a half of setbacks, Samsung has finally closed the gap with other memory giants. Multiple South Korean outlets, including the Korean Economic Daily and Business Korea, report that the company has cleared NVIDIA’s quality validation for its 12-high HBM3e, following its development ...

2025-09-22

[News] AI Fuels High-Speed Interconnects, NVIDIA, Google, AWS Boost Optical Transceiver Module Demand

According to TechNews, TrendForce notes that the rise of AI applications has greatly increased the need for high-speed optical communications. The industry is now centered on three expansion models for AI server and data center architectures—Scale Up, Scale Out, and Scale Across. Among these, the ...

2025-09-22

[News] Researchers Propose “Beyond EUV” Using Soft X-Rays, Potentially Challenging High-NA EUV

According to Tom’s Hardware, citing Cosmos, Johns Hopkins University researchers have proposed “beyond-EUV (B-EUV),” a step beyond today’s industry-standard EUV lithography. The method employs 6.5–6.7nm soft X-ray lasers, which the report notes could enable resolutions down to 5nm and belo...

2025-09-19

[News] China’s Rare-Earth Shipments Hit Record in Aug. Before Xi-Trump Talks Amid Ongoing Access Risks

Ahead of a scheduled call between U.S. President Donald Trump and Chinese President Xi Jinping on TikTok and trade issues, China’s rare-earth exports surged to a record 7,338 tons in August, Bloomberg reports, citing customs data. As per Bloomberg, the surge marks the highest monthly level for ...

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