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2025-11-28

[News] Korean Researcher Says HBM9 Could Arrive in 2040, With Performance Said to Reach 60× HBM4

HBM4 isn’t even in mass production yet, but the industry is already sketching out HBM9. According to The Elec, Yang Jun-mo, a principal researcher at the Korea Nanofab Center (NNFC), predicts that HBM9—expected to debut around 2040—will deliver performance more than 60 times higher than sixth-...

2025-11-28

[News] Tantalum Capacitor Rally on AI: Panasonic Reportedly Hikes 15–30%, Yageo Rides Wave

As global hyperscalers ramp up AI server data-center expansions, memory isn’t the only component in tight supply. Following recent price hikes by U.S. suppliers, Panasonic has informed distributors and direct customers of 15–30% increases on select tantalum capacitor models, Commercial Times rep...

2025-11-28

[News] Baidu Reportedly Launches Its Biggest Layoffs in Years as It Overhauls Its AI Business

Tech layoffs are spreading, and China’s tech giant is no exception. According to sources cited by South China Morning Post, Baidu is trimming staff across key divisions and reshaping parts of its AI organization as it seeks to streamline operations after a loss-making quarter. The report adds that...

2025-11-28

[News] U.S., Japan Rumored Mulling Joint NAND Fab, with Kioxia, SanDisk Likely In

As hyperscalers accelerate data-center buildouts and booming HBM demand tightens memory capacity—sending prices soaring—the industry is reportedly eyeing a cross-border move. Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the U.S. are considering a public–private plan...

2025-11-28

[News] Hong Kong Reportedly Joins Silicon Race with RISC-V Data Center Chip, Eyes 1Q26 Mass Production

In a surprising turn for the region, Hong Kong has emerged as the launchpad for s RISC-V–based data center management chip, the Lion Rock Chip, according to Chinese media outlet Jiemian News. Developed by StarFive Technology, the chip is already in trial production and has secured initial custo...

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