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Explore the latest semiconductor news and technology.
A YMTC-linked fund has invested in a Guangzhou-based FD-SOI company. The move targets mass production of 28nm-class logic without EUV, but with no confirmed track record yet, yield and customer adoption will determine success.
Applied Materials has revised its 2026 advanced packaging revenue growth outlook upward to over 70%. We examine what's really happening as HBM investment expands and China's share falls while its dollar revenue holds steady.
Sandisk has taped out its first HBF memory die, moving toward inference product samples in 2027. Mass production launch in 2028 remains a brokerage projection, with customer adoption and yield validation still to be confirmed.
CoreWeave signed a long-term contract through 2029 for use of NVIDIA's previous-generation A100 GPU. While this shows demand persisting beyond cutting-edge models, the specific contract terms and the equipment's activation timeline remain undisclosed, and it does not guarantee profitability across the entire older-generation fleet.
While the DRAM industry's quarterly revenue hits $97 billion, the spot market remains gridlocked as buyers and sellers fail to agree on price. Weekly data reveals where AI server demand-driven price surges collide with the purchasing limits of the consumer market.
Navitas filed a GaN patent infringement suit against Renesas on August 10, 2026, but behind it lies a three-way tangle of interests: Renesas can hold up to 39.9% of Wolfspeed, the very company that sued Navitas. This piece uses the Infineon v. Innoscience precedent to unpack the practical implications.
Google boosted Tensor G6's TPU compute resources by 50%. The claimed up-to-3.5x on-device AI figure includes Gemini Nano, and real-world performance and SDK support await post-launch verification.
As AI demand transforms memory from a commodity into a strategic resource, Intel—the inventor of DRAM—appears to be exploring a return via three converging moves: the XBM patent, joint development of ZAM, and the hiring of a former SK hynix CEO. We examine the reality behind CEO Lip-Bu Tan's "pet project" and what lies beyond the $20 billion capital raise.
YMTC has climbed to third place globally in NAND bit shipments with a 14% share in Q2 2026. Yet it remains fifth in revenue, with its eSSD mix and new fab ramp-up set to determine its next competitive standing.
The free-electron laser EUV light source that Elon Musk hinted at on X isn't an immediate threat to ASML's monopoly, but it is a technical stone thrown at the idea of turning light sources from equipment components into factory infrastructure. This piece reconstructs the timeline of the X post minute by minute and estimates the gap between the scale of government investment in xLight and the Terafab investment amount.
