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2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

2025-12-08

[News] SK hynix Reportedly Accelerates Hybrid Bonding for 300-Layer V10 NAND, Eying 2027 Mass Production

SK hynix is pushing its NAND technology forward with the adoption of hybrid bonding. According to Hankyung, the company is developing 300-layer NAND that incorporates this process, joining other leading manufacturers—Samsung Electronics, China’s YMTC, and Japan’s Kioxia—in moving toward full...

2025-12-08

[News] TSMC’s CoWoS-L/ S Reportedly Fully Booked, OSAT Partners Step up with ASE’s CoWoP in Focus

Amid heightened attention on Intel’s EMIB (Embedded Multi-die Interconnect Bridge), TSMC is experiencing exceptionally strong demand for its own advanced packaging. According to Economic Daily News, a surge of AI and HPC orders from NVIDIA, Google, Amazon, and MediaTek has driven TSMC’s entire C...

2025-12-08

[News] Chinese Eastern Institute of Technology Ningbo Highlights Key Fields like IC and AI

Recently, Eastern Institute of Technology Ningbo— a project that has drawn considerable attention across the tech and academic communities — has now been officially inaugurated. The university is funded and built by Omnivision Group (formerly Will Semi) founder Yu Renrong, with Academician Chen ...

2025-12-08

[News] Tokyo Electron Sees AI-Driven Sales Hitting 40% by FY2026, Offsetting China Slowdown

U.S. export controls are hitting global chip-tool makers, and Tokyo Electron (TEL) is scrambling to make up for shrinking orders from China. According to a recent interview with Nikkei, Executive Managing Director for finance Hiroshi Kawamoto says that by fiscal 2026, the company’s equipment for a...

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