Semiconductor — Page 25 | XenoSpectrum

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The memory price surge is no longer someone else's problem—the price of your next smartphone is already in motion
Samsung held onto the world's top spot in shipment share in Q2 2026, but in that same quarter its DX division—covering mobile, TVs, and home appliances—posted its first loss since 2011. This piece reads the internal story of how a memory price surge led by Samsung's own semiconductor division squeezed the company's own consumer business, drawing on earnings figures and shipment data.
August 1, 202610 min read
Tech
The Man Who Warned First About AI's Arrival Sees His Fund's $45B Shrink to $10B, an 80% Drop, With Sale to Citadel
Situational Awareness LP, an AI-focused fund led by former OpenAI researcher Aschenbrenner, saw its assets shrink from $45 billion to $10 billion amid an AI stock selloff and margin calls triggered by 4x leverage, selling the bulk of its public equity holdings to Citadel. This article explains what happened.
July 31, 20269 min read
Tech
Intel to Give Rosaic Access to Atom's Core Technology, Signaling Unusual Plan for External Licensing
Reuters reports that Intel plans to give RosaicLabs access to some of its processor technology and send over the RTL code for Atom. This marks a concrete case emerging from Intel's long-standing concept of offering x86 cores externally.
July 31, 20266 min read
Tech
TSMC Reportedly Developing Advanced Packaging Technology Similar to Intel's EMIB — How Does It Differ from CoWoS-L?
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.
July 31, 20267 min read
Tech
DRAM Prices to Keep Climbing While NAND Faces Downward Pressure — Reading the 2027 Supply Gap Through Manufacturer Investment
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.
July 31, 20267 min read
Tech
Kioxia Ships Samples of 9th-Gen BiCS and 10th-Gen PCIe 6.0 SSD
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.
July 31, 20267 min read
Tech
Bipartisan Group of Six Senators Pushes Back on Apple's China-Made Memory Sourcing, August 21 Deadline Echoes 2022
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.
July 30, 202612 min read
Tech
Samsung Semiconductor Margin Hits 70% as Galaxy Business Slips Into the Red Behind Record Profits
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.
July 30, 20267 min read
Tech
Huawei Reportedly Planning 2027 Glass Substrate Mass Production, Overlapping with Ascend 960 in Back-End Process Strategy
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.
July 30, 20267 min read
Tech
Intel Nova Lake-S's 12 Xe3P Variant: Information Surfaces on 65W-Class Power Delivery Segment
Preliminary information has emerged indicating that the 12 Xe3P version of Nova Lake-S requires a 65W-class power delivery design segment and 2-phase VCCGT. Motherboard power design and memory bandwidth will determine actual performance.
July 30, 20267 min read