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Nvidia Challenger, established for four months, is valued at $14...

Etched doesn't produce software; it produces semiconductors. The high capital costs and long development cycles of the semiconductor product category mean it can only thrive in a corner of Silicon ...

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MLCC demand surges, leading to longer lead times

In the multilayer ceramic capacitor (MLCC) market, delivery times for different specifications are becoming increasingly differentiated. Delivery times for general-purpose products are relativel...

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Morgan Stanley warns: DDR4 prices continue to soar

The price surge in the memory market is far from over, and this time, the pressure is spreading from high-end HBM and DDR5 to mature memory products such as DDR4 and SLC NAND.

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TSMC's US plant is more profitable than its mainland China ...

​As overseas wafer fabs in the US, Japan, and other countries gradually enter the mass production stage, TSMC's overseas production capacity, built with huge capital investments over the past...

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TSMC reportedly invests 1 trillion

According to Nikkei, Sony and TSMC plan to begin mass production of next-generation image sensor semiconductors as early as 2029 in Kumamoto Prefecture in southwestern Japan. Production wil...

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Nvidia makes a major foray into EDA

NVIDIA has extended the NVIDIA Agent Toolkit with the PhysicsNeMo and CUDA-X libraries, marking a shift in the development direction of AI assistants from general-purpose AI ...

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SanDisk: This quarter's profit exceeds last quarter's revenue

Latest data shows that SanDisk's latest quarterly profit exceeded the previous quarter's revenue, and its full-year profit for fiscal year 2026 even exceeded its revenue for fiscal year 2025; this ...

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HBM serves as a wake-up call; Google sets its sights on HBF

Google DeepMind points out that SK Hynix's high-bandwidth flash memory (HBF), currently under development, will become the storage technology leading the next generation of artificial intelli...

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AMD acquires this chip company

At the GTC 2026 conference in March, Nvidia CEO and co-founder Jensen Huang revealed that if hyperscale data center operators, cloud builders, AI model builders and other enterprises and ...

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Passive components are selling like hotcakes

The AI ​​wave is not only driving explosive demand for core components such as GPUs, HBMs, and advanced packaging, but is also spreading to the upstream of the industry chain. As an indisp...

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Rumors suggest that SK Hynix's Chongqing factory will undergo...

According to sources familiar with the matter, South Korea’s SK Hynix is considering various options for its factory in Chongqing, China, including bringing in investors to help accelerate gr...

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TSMC: I hope Intel can succeed

CoWoS emphasizes an interposer-centric system architecture, while EMIB emphasizes localized silicon bridges embedded in organic substrates. The better choice depends on interface width, commun...

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