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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...

2025-09-24

[News] Apple’s Foldable iPhone Trial Still Unsettled, Taiwan’s Taoyuan Free Trade Zone Seen as Likely Site

Recently, Nikkei noted that Apple has reportedly been in talks with suppliers about establishing a test production line for the foldable iPhone in Taiwan, with plans to begin mass production in India by 2026. However, according to TechNews, industry sources state that Apple has not yet decided whet...

2025-09-24

[News] NVIDIA’s OpenAI Mega-Deal: AI Boom Proof or Customer Bailout Amid Antitrust and Conflict Concerns?

AI giants are joining forces, again. On September 22, OpenAI and NVIDIA unveiled a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for the ChatGPT maker’s next-gen AI infrastructure. NVIDIA plans to invest up to $100 billion in OpenAI as the new systems come online...

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