News
[News] Micron More Upbeat on Outlook, Reportedly Sets 2027 HBM4 E Ramp with TSMC for Standard, Custom Logic Dies
3+ day, 15+ hour ago (350+ words) While Micron is still using 1-beta DRAM for HBM4, Bhatia said the company is expected to transition to 1-gamma DRAM in the HBM4 E era. He also confirmed that the logic dies for both standard and custom HBM4 E are expected to be…...
[News] Nanya Tech Reportedly Sees Double-Digit DRAM Price Gains in Q2, with Multiple Partnerships in Discussion
1+ mon, 1+ week ago (23+ words) While Nanya Technology drew market attention with a $2. 5 billion private placement backed by San Disk, Kioxia, and Solidigm, the Taiwanese DRAM maker a. .....
[News] DDR4 Shortage Reportedly Limits Nanya Tech's DDR5 Shift; GM Says DRAM Margins Across Segments Top HBM
4+ day, 19+ hour ago (25+ words) As global memory giants led by Samsung phase out DDR4 production, Taiwanese DRAM maker Nanya Technology is emerging as a key beneficiary of the result. .....
[News] Ga N Industry Enters a New Phase as TSMC Licenses Ga N Technologies to VIS and GF
3+ mon, 3+ week ago (23+ words) Amid the surging global AI wave and the accelerating transition toward green energy, gallium nitride (Ga N) industry is entering a pivotal golden growt. .....
[News] Samsung Reportedly Shifts Ga N Strategy to Foundry on Customer Growth; Operations May Start in July
4+ day, 2+ hour ago (23+ words) Samsung may be pivoting its Ga N power semiconductor strategy. According to The Elec, the company is expected to prioritize foundry services amid compa. .....
[News] AMD’s Lisa Su Reportedly to Visit TSMC for 2nm Capacity; Unveils US$10 B Taiwan AI Packaging Investment
4+ day, 19+ hour ago (201+ words) Ahead of COMPUTEX 2026, competition between the two AI chip giants appears to be heating up, with AMD Chair and CEO Lisa Su arriving in Taipei on May. .....
[News] Huawei Takes Stake in In P Optical Chip Firm Milphoton Semiconductor
4+ day, 1+ hour ago (18+ words) Corporate registration data from Tianyancha shows that Milphoton Semiconductor (Beijing) Co. , Ltd. recently completed a significant shareholder restru. .....
[News] PSMC Joins Intel, SAIMEMORY to Demo 9-Layer Via-in-One Architecture for High Bandwidth 3 D Memory
3+ day, 21+ hour ago (369+ words) As Intel's collaboration with Soft Bank subsidiary SAIMEMORY on Z-Angle Memory (ZAM) continues to draw intense industry attention, new details are emerging ahead of the VLSI Symposium 2026 scheduled for June. The abstract provided by VLSI suggests that this new architecture…...
[News] Micron Reportedly Expands Korea HBM Hiring Amid Samsung Labor Tensions; Annual Pay Reaches KRW 300 M
4+ day, 20+ hour ago (420+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Micron Reportedly Expands Korea HBM Hiring Amid Samsung Labor Tensions; Annual Pay Reaches KRW 300 M Micron is…...
[News] NVIDIA Earnings Spotlight: $20 B CPU Sales Target in 2026, China Concession to Huawei, and Reporting Overhaul
5+ day, 50+ min ago (602+ words) While NVIDIA posted another record quarter for the three months ended late April with revenue of $81. 6 billion, the company forecast further growth to $91 billion for the current quarter, above analyst expectations. However, beyond the headline numbers, the earnings call has…...