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2025-09-16

[News] Samsung Reportedly Delays V9 QLC NAND to 1H26 as SK hynix Hits 321 Layers in August

As major CSPs ramp up AI infrastructure and shift toward high-performance inference, demand for high-capacity storage keeps climbing—putting next-gen NAND development in the spotlight. Yet, according to ZDNet, Samsung Electronics is struggling to commercialize its ninth-generation (V9) high-capaci...

2025-09-16

[News] Kioxia Stock Jumps 70% on NAND Shortage; SK hynix Reaps Stake Gains

According to South Korean outlet Yonhap Infomax, shares of Japan’s NAND flash producer Kioxia have been rising sharply amid a supply shortage in the NAND market. The report notes that SK hynix — which invested KRW 3.9 trillion in Kioxia in 2018 — is now realizing significant valuation gains af...

2025-09-16

[News] TSMC 2nm Gains Steam: MediaTek Completes First 2nm Tape-Out as Apple Preps A20, M6, R2

With TSMC’s 2nm process set for mass production in H2 2025, several major clients are already on board, and Taiwan’s MediaTek is the latest to join. The smartphone chipmaker announced today the successful tape-out of its first flagship SoC on TSMC’s 2nm process, with mass production scheduled ...

2025-09-16

[News] Intel Completes Altera Stake Sale; Trims 2025 Operating Expense Target to $16.8B

According to TechNews, citing Benzinga, Intel has recently undertaken a series of bold cost-cutting measures, with early results beginning to show. The company announced the completion of a long-anticipated deal to sell a majority stake in its Altera business to Silver Lake. As a result, Intel now e...

2025-09-16

[News] Silicon Carbide Battle Rekindled by Industry Giants: Wolfspeed, Samsung Make Waves

Despite intensifying competition from Chinese rivals, global chipmakers continue to accelerate their SiC investments amid the AI boom. According to Wealth Magazine, NVIDIA is reportedly planning to replace traditional silicon interposers with silicon carbide in its next-generation Rubin architecture...

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