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2025-10-02

[News] Samsung Reportedly Revives Plus Model in Galaxy S26 after Weak S25 Edge Sales

While Samsung is expected to unveil its Galaxy S26 lineup in the first quarter of 2026, market rumors have been circulating that the company might be adjusting its plan due to the lackluster sales of Galaxy S25 Edge. According to THE ELEC, Samsung recently kicked off development of the so-called “...

2025-10-01

[News] Rapidus Reportedly Flags U.S. Firms as Potential Customers, IBM and Tenstorrent Lead the Pack

While Japan’s Rapidus reached a major milestone in July, announcing that prototyping for its 2nm gate-all-around (GAA) chips has begun at the IIM-1 foundry in Chitose, Hokkaido, CEO Atsuyoshi Koike, according to Hokkaido Shimbun, identifies U.S. firms IBM and chip-design startup Tenstorrent as the...

2025-10-01

[Insights] Memory Spot Price Update: DRAM Mainstream Quotes Rise by 5.4% Amid Seller Reluctance

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...

2025-10-01

[News] OpenAI CEO Reportedly Meets Foxconn, TSMC, Heads to Korea to Explore Samsung, SK hynix Ties

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...

2025-10-01

[News] Tesla and Apple Reportedly Eye Glass Substrates, Lifting Prospects for Taiwanese Suppliers

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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