With Samsung reportedly lifting HBM4 yields to around 80%, the race between South Korea’s two memory giants is set to intensify in the second half. While NVIDIA’s Vera Rubin remains a major HBM demand driver, MoneyToday Broadcasting (MTN) reports that customer diversification and rising general-...

Intel CEO Lip-Bu Tan has hinted at a potential return to the memory market as AI reshapes memory’s strategic importance. According to Tom’s Hardware, Tan said he had previously avoided investing in memory because of its commodity nature, but now believes the industry is ripe for innovation as ne...

Competition in the compound semiconductor market is heating up, with the battle now extending to patents. According to Reuters, chipmaker Navitas has sued Japan-based rival Renesas in Texas federal court for allegedly infringing patents related to next-generation chip technologies. Navitas claims th...

Huawei is preparing its next wave of flagship smartphones as it advances its in-house chip development. According to MyDrivers, sources say the company plans to unveil the Mate 90 series and next-generation Mate XT2 tri-fold smartphone in September. Both models will reportedly feature the Kirin 202...

Memory giants are increasingly turning to custom HBM as the next growth engine. At the KeyBanc Technology Leadership Forum 2026, Micron EVP Sumit Sadana, according to Investing.com, said the shift toward custom HBM will begin with HBM4E, with the company planning to work with customers on custom SKU...