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Explore the latest semiconductor news and technology.
DRAM industry revenue rose 59.5% in Q2 2026, but bit shipments increased only modestly. Here's why slowing price growth in Q3 shouldn't be read as a sign that supply is catching up, based on company-by-company market share and long-term contracts.
A new report claims Apple has locked in a multi-year NAND supply contract, with market watchers pointing to Kioxia as the likely partner. Here's what's confirmed, what's speculation, and why AI-driven demand may be reshaping how Apple buys memory chips.
AMEC announced six tools covering 3D NAND deposition, memory hole etching, and wordline filling, along with logic thin films and SiC epitaxy. Cross-checking regulatory filings shows mass-production readiness varies by model.
An examination of KIOXIA's CXL-based memory expansion module XL1, based on September performance simulations and August shipment plans, clarifies how it divides roles with the GP1 and CM10 product lines.
A research team at the University of Illinois Urbana-Champaign has demonstrated a surface-emitting semiconductor laser that achieves room-temperature, optically pumped lasing at a wavelength of 1.5 $\mu\text{m}$ using a quasi-periodic lattice—containing only partial periodicity—formed with embedded silicon dioxide structures. The result shows that resonator design need not rely on strict periodicity.
PCB manufacturing costs have risen by up to 50%, far outpacing the average 3% retail price adjustment made in August. Simultaneous shortages of copper, glass cloth, and capacitors driven by AI server demand form the structural backdrop, and pressure for further Q4 price hikes is building.
Bloomberg reports that DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at a 1GW-class data center in Inner Mongolia. The chips will be used for inference only; training remains on NVIDIA. The 160,000 figure represents roughly 30% of Huawei's published cluster configuration, with component supply—not compute capacity—constraining delivery.
China's NAURA presented a SiGe/Si selective etching technology for 3D DRAM at CSTIC 2026, claiming over 500x selectivity at 64 layers—but the equipment model, throughput, and CXMT adoption remain undisclosed and unverified.
An examination of the alleged "Project Hefei," reportedly drawn up during CXMT's founding period, using South Korean prosecutors' documents and CXMT's official corporate timeline. It lays out the gap between the technology-acquisition plan and actual trial production and mass production, and clarifies that this evidence has not yet been confirmed by a court.
A breakdown of JPR's Q2 2026 data showing 75.5 million PC GPU shipments, based on three charts covering notebook growth, desktop decline, and vendor market share.
