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News
[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production
13+ hour, 51+ min ago (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
22+ hour, 45+ min ago (318+ words) A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as…...
[News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50%
4+ day, 5+ hour ago (461+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50% Rising memory costs are adding…...
[News] Inside iPhone 18 Pro and Duo: A20 Pro Debuts as Apple’s 1st 2nm Chip in iPhone, Duo Trades RAM for Storage
4+ day, 11+ hour ago (676+ words) John Ternus took the stage for his first iPhone launch as CEO following Tim Cook’s departure, putting the iPhone Duo, and the new iPhone 18 Pro and Pro Max in the spotlight. Among the key announcements was Apple’s A20 Pro, which powers…...
[News] Samsung Reportedly Eyes In-House Silicon Photonics PIC Testing by End-2026 with TSMC-Qualified Tools
6+ day, 11+ hour ago (226+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. Samsung had outsourced PIC wafer validation to external organizations, including Belgian semiconductor research institute imec, since last year. It has…...
[News] Kioxia Reportedly to Sample CXL Modules Soon, Reaffirms Strong NVIDIA CMX Ties
1+ week, 14+ hour ago (369+ words) As AI workloads demand ever more memory, DRAM’s physical capacity ceiling is becoming the bottleneck. At a September 3rd briefing, Japan’s NAND giant detailed how its CXL memory modules expand usable memory capacity while cutting latency by over 90% versus conventional approaches,…...
[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] Intel’s Advanced Packaging, Led by EMIB-T, Set to Hit Its Stride in 2029; DRAM Manufacturing Ruled Out
2+ week, 14+ hour ago (258+ words) Memory was another key topic at the conference, as AI reshapes the strategic importance of memory. Tom’s Hardware previously reported that Intel CEO Lip-Bu Tan had hinted at a potential return to the memory market. Zinsner, however, clarified that Intel…...
[News] Samsung’s 4nm GAIA Could Mark First PIM Commercialization in AI PCs, Mass Production as Early as 2027
2+ week, 5+ day ago (450+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung’s 4nm GAIA Could Mark First PIM Commercialization in AI PCs, Mass Production as Early as 2027 Samsung is exploring a…...
[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4
2+ week, 5+ day ago (431+ words) According to Tom’s Hardware, each Jalapeño package combines its compute die with six HBM4 stacks, delivering 216 GiB of memory and 15.4 TB/s of bandwidth. By comparison, NVIDIA’s GB300 features 288GB of HBM3e and carries a 1,400W power rating, the report notes, adding that on a…...