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2026-04-14

[News] Apple Foldable Supply Chain Takes Shape: Samsung, Foxconn, Chinese Suppliers in Focus

With several months still to go before Apple’s fall launch event, discussions around its first foldable iPhone are already heating up rapidly. Though Nikkei notes that Apple’s first foldable iPhone has encountered technical bottlenecks during engineering testing, raising delay risks, Bloomberg r...

2026-04-13

[News] Nanya Tech Reportedly Sees Double-Digit DRAM Price Gains in Q2, with Multiple Partnerships in Discussion

While Nanya Technology drew market attention with a $2.5 billion private placement backed by SanDisk, Kioxia, and Solidigm, the Taiwanese DRAM maker also posted strong results on April 13. Notably, Next Apple, citing General Manager Lee Pei-ying, reports that DRAM prices in the second quarter are ex...

2026-04-13

[News] Rapidus Reportedly Launches Back-End Prototype Line; Japan Adds ¥631.5B to Support 2nm Push

Japan’s public-private foundry Rapidus is targeting mass production of 2nm chips in the second half of fiscal 2027. According to Yomiuri Shimbun, Japan’s Ministry of Economy, Trade and Industry (METI) approved an additional ¥631.5 billion in support on the 11th, bringing total government backin...

2026-04-13

[News] NAND Controller Maker Silicon Motion Reportedly Sees Memory Tightness Persist, Supply Gap Widening in 2027

As memory prices are expected to continue rising in the second quarter amid tight supply, both DRAM and NAND players remain cautious on when the bottleneck will ease. Central News Agency and Anue, citing Wallace C. Kou, president of NAND flash controller chipmaker Silicon Motion, report that the mem...

2026-04-13

[News] SanDisk Reportedly Eyes 2H26 HBF Pilot Line; May Advance Previously Announced Timeline by Half a Year

SanDisk is reportedly moving to establish a supply chain for HBF, a next-generation memory that stacks NAND. According to ETNews, sources say the company has begun engaging materials, components, and equipment partners to build out an ecosystem for an HBF prototype production line. It aims to introd...

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