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[News] Qualcomm CEO in Korea, May Tap Samsung's 2nm for Snapdragon 8 Elite 2; Meets SK hynix for Memory
8+ hour, 9+ min ago (269+ words) Amon has previously signaled potential collaboration with Samsung Foundry, as noted by Hankyung. At CES 2026 in January, he said Qualcomm had initiated discussions with Samsung on 2nm manufacturing and had already finalized the chip design. If a deal is reached, Qualcomm's…...
[News] China Memory Expansion Lifts Domestic Equipment Suppliers: AMEC, Wuhan Jingce, Hwatsing, ACM in Focus
5+ hour, 30+ min ago (448+ words) Next, let's take a closer look at key domestic beneficiaries across the memory equipment supply chain in China. As reported by My Drivers, domestic equipment typically accounts for just 15%30% across Chinese fabs. Notably, the report suggests domestically sourced tools could…...
[News] Intel-Backed Firm Breaks Ground on India's 1st 3 D Packaging Plant, Targeting ~70 K Glass Substrates Annually
5+ hour, 33+ min ago (371+ words) Intel is expanding its advanced packaging footprint, as a company backed by Intel Capital is reportedly launching India's first advanced 3 D chip packaging facility. According to The Indian Express, the project'developed by U. S. -based 3 D Glass Solutions (3 DGS), in which Intel…...
[News] NVIDIA H100 Rentals in China Reportedly Up 20%30% as Token Demand Surges, H-Series Also Rises
4+ day, 5+ hour ago (357+ words) As AI-driven compute demand surges, supply tightness is no longer limited to GPUs or foundry capacity. According to Chinese media outlet Calian Press, token economics is emerging as a key industry theme, with sources noting that NVIDIA H100 rental prices have…...
[News] Germany DDR5 Prices Rise in April, Reportedly Led by 48 GB Modules with Strongest Gains
1+ day, 1+ hour ago (528+ words) DDR5 price correction in China's retail market raised concerns over a potential cooling in DRAM demand. However, citing German media outlet 3 D Center via Wccftech, the trend appears less likely to persist, as DDR5 kits in Germany recorded a modest price increase…...
[News] Intel Foundry Said to Boost Equipment Orders by 50%+ Yo Y; 14 A May Draw Major Customers by Year-End
1+ day, 4+ hour ago (362+ words) Intel's foundry business may be gaining momentum. According to Anue, sources say Intel has been actively ramping up chipmaking equipment orders since the start of 2026, with volumes rising by more than 50% compared with last year. Companies in its supply chain,…...
[News] Samsung Electro-Mechanics and LG Innotek Step Up CPO Push, Reportedly Testing Substrate Component Samples
1+ day, 13+ hour ago (206+ words) As the report indicates, both companies have conducted sample testing of components such as optical waveguides, which act as pathways for transmitting optical signals. Although still at an early stage, they have moved into more active efforts to secure CPO…...
[News] SK hynix Starts Mass Production of 192 GB SOCAMM2, Tapping 1c DRAM and NVIDIA Rubin Optimization
1+ day, 13+ hour ago (268+ words) As NVIDIA accelerates adoption of SOCAMM2 (Small Outline Compression Attached Memory Module 2), competition among memory heavyweights is intensifying. Following Micron's shipment of 256 GB SOCAMM2 samples in early March, SK hynix announced on April 20 that it has kicked off mass production of 192 GB…...
[News] Intel Reportedly to Brief Staff on Tera Fab Involvement in Coming Weeks, While Key Foundry Details Remain Limited
5+ day, 5+ hour ago (296+ words) Musk's Tera Fab initiative has sparked broad industry discussion, and Intel's decision to join the project has further intensified attention. According to CRN, Intel plans to brief employees in the coming weeks on the "scope and nature" of its involvement…...
[News] San'an Announced Three Advances in Optical Communications Business
5+ day, 5+ hour ago (205+ words) On April 7, San'an Optoelectronics announced that its optical communications segment has achieved notable progress in three key areas: high-speed optical chips, overseas market expansion, and automotive optical communications. In the high-speed optical chip segment, the company has officially launched its…...