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2025-09-12

[News] Samsung Reportedly Expands 1c DRAM Capacity for HBM4, Targeting 60K Wafers Monthly in 2025

According to ZDNet, Samsung Electronics is ramping up efforts to secure production capacity for 1c DRAM as it aims to take an early lead in HBM4. Industry sources say the company plans to complete equipment investments for 1c DRAM at its Pyeongtaek Campus 4 (P4) by the first half of next year. Sa...

2025-09-12

[News] Micron Reportedly Reveals Detailed Site Plan for New York Fab, November Land Clearing Expected

Following its June announcement to invest roughly $200 billion in U.S. manufacturing, Micron has taken a major step toward building its new New York plant. Syracuse.com reported that, for the first time, the memory giant has submitted a detailed site plan to the town of Clay for its proposed chipmak...

2025-09-11

[News] Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

2025-09-11

[News] Amazon Reportedly Plans Late-2026 Debut of First AR Glasses, Taking On Meta

According to Reuters, citing The Information, sources say Amazon is developing AR glasses for consumers, a move that would put the company in direct competition with Meta. The product is reportedly slated for release in late 2026 or early 2027, as the report indicates. The project would mark Amaz...

2025-09-11

[News] China’s Naura Posts 8x SEMES Profit in 1H25, Shaking Korea’s Chip Equipment Sector

According to Commercial Times, citing The Korea Economic Daily, South Korea — once a leader in semiconductor technology — is now confronting the rapid rise of China, particularly in chipmaking equipment and EDA. The report notes that China’s top equipment maker Naura recorded first-half operat...

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