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AI/HPC Accelerators
GPU pods, tensor ASICs, high‑bandwidth memory, and interconnects.
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High-end routing and aggregation equipment up 25% YoY in Q2 ⋆ Electronics Weekly
12+ hour, 20+ min ago (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...
SK hynix deepens TSMC ties for 3D DRAM, diverges from Samsung
7+ hour, 58+ min ago (471+ words) Hynix pursues logic-foundry DRAM approach with TSMC links while Samsung stays in-house According to the semiconductor industry on the 14th, SK hynix, at the "2026 Future Forum" held on the 8th at the Icheon Campus in Gyeonggi Province, presented as the main directions…...
[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production
15+ hour, 42+ min ago (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...
Sandisk recruits engineers in Korea as memory talent race heats up
13+ hour, 15+ min ago (147+ words) digitimes Sandisk recruits engineers in Korea as memory talent race heats up Sandisk Vice President Rajeev Nagabhirava discusses AI memory architecture at the SEMICON Taiwan 2026 Memory Summit. Credit: Sherri Wang Sandisk is making an unusual push into engineering recruitment in…...
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
1+ day, 35+ min ago (318+ words) A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as…...
Breaking into the Global Top Three for Premium Displays, Chinese Smartphone Brand iQOO Set to Unveil a Breakthrough Display Product
15+ hour, 30+ min ago (126+ words) Together with Samsung Display, iQOO Is Committed to Creating the “World’s Best Display” iQOO Becomes a Co-Definer of Global Premium Displays Tackling Core Technologies Together to Break the “Impossible Triangle” of Premium Displays The World's First Samsung M16 2K 165Hz Display: 2K Display — Never…...
Document: Samsung and SK Hynix rejected KEPCO's proposal to prepay ~$18.7B of chip cluster power bills, citing uncertainty over long-term chip demand
14+ hour, 14+ min ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Aurotek posts record August revenue on semiconductor, robot shipments
17+ hour, 3+ min ago (110+ words) digitimes Aurotek posts record August revenue on semiconductor, robot shipments Keep me signed in - Track financials & stock data of Taiwan tech. - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF substrate maker Unimicron searched in origin-labeling probe…...
HBM4 Shortage: DRAM Inventory Falls Below 10 Days
16+ hour ago (341+ words) Sources: TechTimes, TrendForce (citing ETNews and Chosun Daily), Sedaily, TradingKey. Figures reflect the most recent supplier-level reporting as of September 2026 and are approximate ranges reported by third-party analysts, not official company guidance. Based on the capacity timelines suppliers themselves have…...
TrendForce: Top 10 Global Fabless IC Design Firms Post 73% YoY Revenue Growth in 2Q 2026
1+ day, 5+ hour ago (462+ words) Home » IC Design » TrendForce: Top 10 Global Fabless IC Design Firms Post 73% YoY Revenue Growth in 2Q 2026 Combined revenue of the world’s top 10 fabless IC design companies surged by 73% YoY to more than $141.45 billion in 2Q 2026. NVIDIA remained firmly in first place, while…...