Insights
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...
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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...
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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 ...
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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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Shortly after Intel announced the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM), the product made its first public appearance when SAIMEMORY unveiled it at Intel Connection Japan 2026 on February 3, PC Watch reports. Notably, while the full impact of ZAM versu...