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Amid soaring NAND prices and tightening supply, Phison has begun requiring customers to prepay or accept shorter payment terms as financial pressure spreads across the SSD supply chain.
ASML’s breakthrough in boosting EUV light source power to 1,000W could increase chip production by up to 50% by 2030, reinforcing its leadership amid rising AI-driven demand and intensifying global co...
Although Washington and Beijing agreed to a trade truce in October 2025, semiconductor manufacturers are still facing significant pressure from constrained rare-earth supplies.
Surging memory costs are driving PC and smartphone brands to implement price hikes starting in March, as DRAM and mobile memory prices jump sharply and squeeze manufacturers’ margins.
Samsung is set to shut down its last 2D NAND line as early as March and convert the facility to 1C DRAM production, marking a strategic shift toward advanced DRAM and next generation memory technologi...
Samsung has begun shipping HBM4, delivering higher performance and better energy efficiency for AI and data center systems with its 1c DRAM and 4nm base logic design.
Global server CPU supplies from Intel and AMD have tightened sharply, with lead times extending up to 16 weeks and prices rising as AI-driven demand, production constraints, and memory shortages strai...
As AI chips near launch, Samsung is poised to ship HBM4 first, but early supply is expected to be led by SK hynix, with Micron also securing a meaningful share, highlighting an increasingly competitiv...
WD’s 2026 capacity is fully booked, with long-term deals stretching to 2028–29 and supply talks to 2030, fueled by surging AI-driven data demand.
