Subject


Intel


2026-02-23

[News] PSMC Joins Intel, SoftBank’s ZAM Initiative to Manufacture AI Memory, Eyeing an Alternative to HBM

The AI boom is triggering an explosive surge in memory chip demand, putting Taiwan's PSMC in the spotlight. According to Economic Daily News, PSMC has teamed up with Intel and Japan's SoftBank Group in an AI memory collaboration, taking on a key role in pilot production and manufacturing. The cross-...

2026-02-20

[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product Delays

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

2026-02-18

[News] Breaking HBM Barriers: Samsung’s zHBM vs. Intel’s Z-Angle Memory

As conventional HBM designs continue to face thermal and stacking limits, major semiconductor players are exploring innovative memory architectures. In early February, Intel, in collaboration with SoftBank’s subsidiary SAIMEMORY, showcased a prototype of Z-Angle Memory (ZAM). Meanwhile, ZDNet repo...

2026-02-16

[News] ASML’s High-NA EUV for 2027-28: Which Giants Are Betting Big—Intel, Samsung, SK hynix or TSMC?

As TSMC, Intel, and Samsung kicked off 2nm mass production in late 2025, the spotlight is already shifting to their 1.4nm roadmaps and the rollout of ASML’s next-generation EUV lithography machines. According to Nikkei, citing ASML CEO Christophe Fouquet, Intel, Samsung, and SK hynix are expected ...

2026-02-13

[News] Intel Reportedly Backs Out of 300mm Wafer Deal With Tower; Production Could Move to Japan

While Tower Semiconductor has just unveiled a silicon photonics partnership with NVIDIA, its ties with another major chipmaker appear to be unraveling. According to Israeli outlet CTech, Tower disclosed that Intel intends to withdraw from a 2023 production agreement under which the U.S. semiconducto...

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