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2025-09-17

[News] SMIC Said to Test Chinese-Made DUV Lithography Tool from SiCarrier Affiliate Amid AI Chip Push

As China pushes through semiconductor independence by ramping up domestic AI chips to counter NVIDIA, the country is reportedly taking another major step toward self-reliance as SMIC is said to be testing a deep-ultraviolet (DUV) lithography machine developed by local start-up Yuliangsheng, as revea...

2025-09-17

[News] NVIDIA RTX6000D Reportedly Fails to Gain Traction in China, Stock Surplus Looms

According to Reuters, sources note that demand for NVIDIA’s RTX6000D — the company’s newest AI chip aimed at the Chinese market — has been tepid, with some leading tech firms choosing not to place orders. Reuters adds that NVIDIA began shipping the RTX6000D this week. The reported situati...

2025-09-17

[News] SanDisk Reportedly Sees NAND Shortage Until 2026; Ongoing Price Opportunities Across Board

As data center expansion surges, cloud leaders are moving from AI training to inference workloads, driving strong demand for high-capacity memory. This surge is fueling a wave of NAND price hikes across major players lately, including SanDisk, Micron, and Western Digital. Speaking at last week’s G...

2025-09-17

[News] HBM Market Heats Up as Three Giants Clash, with HBM4 at the Center

Micron Discusses HBM and Advanced Packaging in the AI Era Recently, Yulin Chang, Vice President of Advanced Packaging and Testing Operations at Micron Taiwan, outlined the development of HBM and advanced packaging in the AI era. Chang noted that in the past, GPU was connected to GDDR6 via PCB. To...

2025-09-17

[News] Tencent Reportedly Says No Plans for In-House AI Chips, Pledges to Use Domestic Options

According to South Korean outlet News1, Chinese tech giant Tencent has made it clear it has no intention of producing AI chips, stressing that it neither manufactures them now nor plans to in the future. This contrasts with other major Chinese tech firms, which have responded to U.S. restrictions on...

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