Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

Please note that this article cites information from EBN News,  ZDNet, Micron, and News Tomato. Memory giants are reportedly moving toward multi-year supply agreements to enhance stability, with potential deal structures and prospective customers beginning to take shape. According to EBN News, i...

Please note that this article cites information from EE Times China, Chinastarmarket.cn, IT Home and The Paper. With NVIDIA’s H200 now approved for the Chinese market, Alibaba has reportedly, for the first time, revealed progress on its self-developed T-Head GPUs in its latest earnings report. A...

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

Please note that this article cites information from Hankyung. Samsung is reportedly ramping HBM4 base die production at its foundry. According to Hankyung, sources say the company will allocate over half of its Pyeongtaek foundry capacity to in-house HBM4 base dies, rather than external clients. ...