NVIDIA CoWoP supply chain is up and running and is expected to begin trial production as early as Q2 2026. INTEL: We recently faced significant supply chain challenges and will focus on increasing production capacity starting in Q2 2026. Memory…
NVIDIA RTX 60 series graphics cards will be delayed, with mass production expected to begin at the end of 2027 due to storage shortage. The Information Kim Jeong-ho, the “father of HBM”: The storage demand for HBF will exceed that…
DRAM spot prices are significantly higher than contract prices. The market waits for the new contracts to be released before we can determine future trends. TrendForce NAND flash memory prices rose by as much as 90% in Q1 2026. Counterpoint…
TSMC plans to build a 3nm chip factory in Japan, with an investment of US$17 billion. AMD predicts its AI business will boom in H2 2026; CEO Lisa Su emphasized that the new chip will accelerate production. Rapidus has secured…
TSMC and Broadcom may become the biggest winners in the custom chip market. Counterargument NVIDIA plans to invest $20 billion in OpenAI. AMD MI308 chip is expected to generate $390 million in revenue in China in Q4 2025, but warnings…
Samsung foundry business suffered a loss of $4.18 billion. Will the Taylor factory be able to break through the bottleneck in the mass production of 2nm chips? US International Trade Commission issued a partial final ruling on Section 337 of…
Reports indicate that Apple M6 chip will use TSMC 2nm N2 process. SoftBank and INTEL will collaborate to develop next-generation storage technology ZAM. Far East Group has signed a contract with NVIDIA to supply testing equipment for its iterative computing…
Sources revealed that OpenAI is not satisfied with some of NVIDIA latest AI chips and has been looking for alternatives since 2025. In Q1 2026, DRAM prices are expected to rise 90% to 95% quarter-over-quarter, while NAND flash memory prices…
Advanced packaging market grew by 9.4% year-on-year, with 2.5D/3D packaging experiencing explosive growth due to the demand for AI. Yole Reports indicate that Amazon is in talks to invest up to $50 billion in OpenAI. To address storage shortages and…
TSMC 2nm capacity has been fully booked. Samsung and SK Hynix plan to expand advanced NAND flash memory production capacity. AMD plans to begin production of CPUs based on its 2nm process in 2026. It’s reported that Google and AWS…
