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Explore the latest semiconductor news and technology.
Kioxia and SanDisk's planned ¥5 trillion Japan investment through 2032 hinges on four factors: a new Kitakami plant, joint-venture cost-sharing, 332-layer NAND technology, and government backing.
TechInsights' physical analysis confirms that China's CXMT has adopted High-k Metal Gate (HKMG) technology in its G4 DRAM process and LPDDR5X products. Drawing on patents and comparisons with rivals, this piece examines what the finding actually proves—and the multi-patterning, yield, and equipment hurdles still standing between CXMT and mass production of its next-generation G5 node.
The US administration is considering an expansion of semiconductor tariffs that could raise investment costs for AI infrastructure if the data center exemption is narrowed. The real impact hinges on duty-free quotas, how servers are treated, and safeguards against double taxation.
Samsung Electronics has published a paper in JVST A on the challenges of extending atomic layer etching (ALE) — a technology with production experience since 2017 — into low-k material processing. This piece examines the technique's 90-degree vertical profile advantage, the new hurdle of chemical damage, and how it differs from Japanese company SAMCO's approach.
Qualcomm's High Bandwidth Compute technology is reportedly gaining support from Samsung and SK hynix. The design, which moves computation closer to memory, will be tested with AI250 samples and third-party verification in mid-2027.
YMTC has reportedly set a goal of becoming the world's largest NAND maker by the end of 2027. Drawing on its IPO filing's 33 billion yuan plan, 14% shipment share, and 76.77% gross margin, this piece examines both the scale-up and the risk of a market downturn.
A reported $45 billion compute deal by Anthropic has come to light. Measured against Monarch's plan for up to 1.35GW, the 460MW figure represents roughly 34%, but payment obligations and whether capacity will be online in late 2027 remain undisclosed.
Facing a worldwide RAM shortage, Google is tightening rules across Android 17 and Google Play, and starting in February 2027 will limit the store visibility and publication of memory-wasting apps. Here's a look at the new optimization push aimed at breaking Android's dependence on ever-improving hardware.
NVIDIA's Q2 earnings, released August 26, 2026, showed revenue of $96.2 billion, beating market expectations. The unusual reversal in which GAAP net income exceeded Non-GAAP net income was driven by $7.7 billion in net equity securities gains, not GPU sales. The Q3 guidance of $108 billion—which would top the $96.2 billion actual result—still assumes zero data center revenue from China.
NVIDIA has announced NVHBM, which moves HBM control circuitry to the base die. The company claims gains in bandwidth, power, and compute area, but absolute specifications, mass-production timing, and adopting products remain undisclosed.
