Latest
TSMC is reportedly developing an advanced packaging technology resembling Intel's EMIB with Kinsus. The difference from CoWoS-L lies in which layer embeds the silicon bridge and who runs the volume manufacturing process.
TrendForce forecasts a deepening DRAM shortage in 2027, while NAND is expected to ease from the latter half of the year. HBM's wafer consumption and increased output from high-layer NAND are driving the price divergence, though Micron still expects the shortage to persist.
Kioxia has shipped samples of a 1Tb TLC using 9th-generation BiCS, and CM10 E3.S/E1.S PCIe 6.0 enterprise SSDs built on 10th-generation BiCS. The dual-axis strategy has moved into actual products.
OpenAI has cut GPT-5.6 Luna's API pricing by 80%. Comparing the new unit prices, now back at the old nano tier, against Chinese rivals shows that the input-to-output ratio and long-context surcharges can flip which model is actually cheapest.
Six bipartisan senators sent Apple a letter demanding written commitment by August 21 not to use memory chips made by China's CXMT and YMTC, a move that echoes the 2022 YMTC reversal and overlaps with the local investment interests of the letter's signatories. AI-driven shortages and Micron's $250 billion investment are also in focus.
Factorial Energy has signed an MOU with SK On to leverage existing manufacturing infrastructure toward mass production of its high-performance solid-state batteries. While aiming for early commercialization of next-generation cells that are notoriously difficult to manufacture, the non-binding nature of the partnership also hints at just how high the mass-production wall remains—and how cautious the industry continues to be.
South Korea's KOSPI and KOSDAQ triggered circuit breakers for two consecutive trading days. Using primary sources, we examine SK hynix's record profit, index concentration, and the amplification pathway created by single-stock leveraged products.
Rising prices for AI server memory pushed Samsung's semiconductor division's operating margin to 70%, while its finished-goods division fell into the red on higher component costs. We examine the breakdown behind the record profit and the conditions needed to sustain it.
According to a paper analyzing Einstein's scientific discoveries, LLMs demonstrate high competence in induction and deduction, but face structural constraints in abduction—the process of deriving new axioms from physical intuition. Data compression and statistical processing alone make it difficult to generate leaps into unknown concepts.
A report says Huawei plans to mass-produce glass substrates in 2027 and adopt them for Ascend. This piece examines the overlap with the official roadmap and the implementation conditions of BOE's mass-production yield and qualification.
