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2025-09-25

[News] Intel Reportedly Explores Investment Talks With Apple, Foundry Seen as Key

According to Bloomberg, sources say Intel has approached Apple to explore a possible investment and ways to deepen cooperation. The reported discussions are described as early-stage and may not result in an agreement. The report, citing sources, also notes that Intel has contacted other companies to...

2025-09-25

[News] AI Boom Pushes Global Hectocorns Estimated Combined Valuation to $1.4T; OpenAI Leads

According to MoneyDJ, citing Nikkei, there are now six “hectocorn” companies worldwide (referring to unlisted firms valued at over USD 100 billion). As of early September, their combined valuation has reportedly reached about USD 1.4 trillion—nearly twice the size of Japan’s national budget....

2025-09-25

[News] SK hynix Reportedly Doubling EUV Fleet by 2027, Potentially Set to Rank Third Globally

According to ETNews, sources say SK hynix intends to add about 20 EUV systems by 2027. The company reportedly has around 20 units, including some used for R&D, and the planned expansion could double that number within two years. With each system costing hundreds of billions of KRW, the total inv...

2025-09-24

[Insights] Memory Spot Price Update: DDR4 Drives DRAM Price Rally, Mainstream Chips Surge 6.88% This Week

According to TrendForce's latest memory spot price trend report, regarding DRAM, among different product categories, DDR4 chips are still experiencing the most significant price hikes, with the average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) increasing by 6.88% US$5.947 this week. ...

2025-09-24

[News] Micron Counters HBM4 Speed Doubts with 11+ Gbps, Custom HBM4E Due 2027 with Higher Margins

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...

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