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2025-10-01

[News] Intel to Unveil 18A at Tech Tour: Reportedly Limited Q3 Shipments, Panther Lake Debuts Oct. 9

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...

2025-10-01

[News] imec Achieves Single-Patterning High-NA EUV Milestones, Appoints New CEO to Sharpen AI Focus

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...

2025-10-01

[News] NVIDIA’s SOCAMM2 Orders Likely Evenly Split Among Memory Makers in 2026, 1c Adoption in Focus

Amid circulating rumors that NVIDIA may drop SOCAMM1 (Small Outline Compression Attached Memory Module) in favor of SOCAMM2 due to technical challenges, Etoday and DealSite indicate that the U.S. AI chip giant has placed next-year SOCAM module orders with Samsung, SK hynix, and Micron, likely distri...

2025-09-30

[News] Kioxia Launches Fab2 in Kitakami, Reportedly Expects 20% Annual NAND Demand Growth

According to Bloomberg, Kioxia expects NAND storage demand to grow by about 20% annually, fueled by rising AI data center demand. To address this growth, the company announced the start of operations at Fab2 (K2) in the Kitakami Plant, Iwate Prefecture, Japan. As its press release highlights, Fab2...

2025-09-30

[News] Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

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