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2026-10-28

[News] CXMT Reportedly Ships HBM3E Samples, Eyes Production Within 2 Months Despite 20–30% Yields

China's CXMT is reportedly preparing to begin limited production of HBM3E despite significant yield challenges. According to Reuters, citing sources, CXMT's HBM3E yields currently stand at just 20% to 30%, well below the approximately 70% achieved by South Korea's SK hynix. The company has reportedl...

2026-10-28

[Insights] Memory Spot Price Update: NAND Price Cuts Accelerate Amid China Phone Discounts; 512Gb TLC Sink 9.19%

According to TrendForce’s latest memory spot price trend report, DRAM saw limited trading in branded DDR4 and DDR5 chips on demand from specific orders, lifting select chip prices slightly despite weak overall momentum. In NAND Flash, Chinese smartphone brands slashed prices during Double 11 promo...

2026-10-28

[News] AI-Driven Component Costs Reportedly Push HP, ASUS, Acer to Shift Some PC Production Back to China

Rising component costs are prompting major PC makers to reconsider their manufacturing strategies, with some production reportedly shifting back to China. According to Nikkei, citing industry sources, leading PC brands including HP, ASUS, and Acer are moving part of their production from Thailand an...

2026-10-28

[News] SK hynix Eyes EUV-Driven 6F² Scaling, Keeps 4F² and 3D DRAM in Play as Micron Holds Back

While Micron has ruled out adopting 4F² DRAM currently, saying the technology is “not on the roadmap right now,” SK hynix is keeping the door open. During its 3Q26 earnings call, the Korean memory giant said it plans to maximize the potential of its existing 6F² architecture through process i...

2026-10-28

[News] OpenAI Reportedly Plans to Buy Google TPUs; Oracle to Bring TPUs to Its Cloud in 2027, Adding Pressure on NVIDIA

Google’s push to expand its AI chip business could gain momentum as OpenAI reportedly considers purchasing its TPUs. According to Reuters, citing The Information, OpenAI, one of NVIDIA’s largest GPU customers, plans to purchase Google’s AI chips, sources say. The potential deal would deepen ti...

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