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News
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
1+ day, 55+ 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, 7+ 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] OpenAI Says It Is Working with Samsung on Next-Gen Chips; Ties Could Expand Beyond Memory
5+ day, 8+ 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] Huawei Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway
6+ day, 9+ hour ago (393+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Huawei Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway Huawei is emerging as a…...
[News] Kioxia Reportedly to Sample CXL Modules Soon, Reaffirms Strong NVIDIA CMX Ties
1+ week, 16+ 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] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall
1+ week, 5+ day ago (312+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall Google has highlighted the growing “memory…...
[News] TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years
1+ week, 5+ day ago (507+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years As AI chip power consumption…...
[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…...