Q2 2026 global DRAM market share: Samsung 39%, SK Hynix 26%, Micron 25%, CXMT 7%. Counterpoint Research
Elon Musk: SpaceX only uses NVIDIA GPUs exclusively because of their best performance.
TSMC is further expanding its outsourcing capacity, due to insufficient CoWoS packaging capacity.
It’s reported that NVIDIA, AMD, and cloud service giants have extended their ABF substrate contracts to 2028, concerning about a future shortage of IC substrates.
Changxin Memory rejected Apple’s pressure to lower memory chip prices, insisting that its prices should not be lower than those of Samsung and SK Hynix.
At the FMS, Samsung officially announced two concept products for the first time: zHBM and zNAND-O, which represent the vertical stacking of HBM and NAND respectively, significantly improving storage density.
VIS: Demand for power management wafers for AI servers continues to grow, but production capacity is limited.
AMD: Data center revenue may double in 2027.
Samsung and SK Hynix are evaluating China’s AMEC (Advanced Micro-Fabrication Equipment Inc.) and considering using it in their Chinese factories.
TSMC’s 1.4nm fab construction is ahead of schedule.
