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News
[News] OpenAI Says It Is Working with Samsung on Next-Gen Chips; Ties Could Expand Beyond Memory
4+ day, 23+ hour ago (248+ words) OpenAI is pushing deeper into custom AI silicon, and Samsung may be playing a growing role in its chip ambitions. According to Reuters, Harrison Kim, General Manager of OpenAI Korea, said the two companies have made significant progress in working…...
[News] China’s DUV Could Reach High-Volume Production in 2–5 Years; EUV Reportedly Unlikely Within a Decade
1+ week, 4+ day ago (379+ words) As China accelerates its push to develop advanced chipmaking equipment, it still appears to be years behind ASML in lithography technology. Bloomberg and BigGo Finance, citing UBS, report that China could achieve high-volume production of immersion deep ultraviolet (DUV) systems…...
[News] SK hynix’s China eSSD Business Hits Turning Point as Intel NAND Deal Restrictions Near Expiry by End-2026
1+ week, 5+ day ago (330+ words) As the memory boom drives prices higher across DRAM, NAND and end-products, SK hynix is approaching a key growth inflection point: China’s five-year restrictions on its enterprise SSD (eSSD) business are set to reach a turning point at the end…...
[News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans
1+ week, 5+ day ago (482+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans SK hynix’s potential memory investment in…...
[News] NVIDIA’s First Investment in a Taiwan-Listed Firm in Spotlight: What the MediaTek Deal Means for the AI Race
1+ week, 6+ day ago (411+ words) The five-year bonds carry a 0% coupon rate and have an initial conversion price of NT$4,513.75 per MediaTek share, representing a 15% premium to the closing price on the pricing date, Commercial Times notes, adding if all bonds are converted at the…...
[News] China Flash Unveils 28nm NOR Flash with 2Gb Capacity, Reportedly Reaching Industry’s Most Advanced Node
2+ week, 5+ day ago (327+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] China Flash Unveils 28nm NOR Flash with 2Gb Capacity, Reportedly Reaching Industry’s Most Advanced Node China’s memory push is expanding beyond…...
[News] U.S. May Push Near-Total ASML China Ban on DUV Sales and Servicing Amid China Domestic Lithography Push
2+ week, 5+ day ago (248+ words) The report notes that Dutch officials are lobbying heavily in Washington to block the MATCH Act, though their chances of success appear limited. The proposal has bipartisan support and is on track to be included in the U.S. defense budget, which…...
[News] NVIDIA’s Reported 15% Server Hike Boosts Samsung, SK hynix, With HBM Prices Potentially Up 50%+ in 2027
2+ week, 6+ day ago (228+ words) The pricing momentum is expected to span the full HBM lineup, from HBM3e to HBM4 and HBM4e, Bloter suggests. UBS, cited by the report, offers an even more bullish outlook, saying HBM4 and HBM4e pricing is proving much stronger than initially expected and projecting 2027 HBM…...
[News] Unitree Sees Embodied AI ‘ChatGPT Moment’ in 2–3 Years at Earliest, Flags AI Model Limitations
3+ week, 2+ day ago (436+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Unitree Sees Embodied AI ‘ChatGPT Moment’ in 2–3 Years at Earliest, Flags AI Model Limitations Just a day after its…...
[News] Marvell, AMD Reportedly Shake Up Google TPU Race, Putting Broadcom, MediaTek Under Pressure
3+ week, 4+ day ago (275+ words) The battle for custom AI chips is heating up, with two heavyweight chipmakers—Marvell and AMD—potentially joining the race for Google’s next-generation Tensor Processing Units (TPUs). AMD could also be entering the fray. As eported by Tom’s Hardware, citing…...