Articles


2024-12-20

[News] SK hynix Rumored to Deliver Major HBM Order to Broadcom in 2025

While making strides in the HBM capacity expansion at its Cheongju M15X fab, SK hynix may have locked in another major client in addition to NVIDIA. According to South Korean media outlet The Elec, the memory giant has reportedly landed a substantial order to provide HBM to Broadcom. Sources cite...

2024-12-20

[News] TSMC Rumored to Begin FOPLP Production with Smaller Substrates, with Mini Lines Prepared by 2026

Amid the booming demand for advanced packaging used in AI chips, TSMC Chairman C.C. Wei confirmed in the July earnings call that the company has been working on a mini production line for FOPLP (Fan-Out Panel Level Packaging), with achievements expected within three years. Now here’s the latest...

2024-12-20

[News] Kioxia Urges Bain and Toshiba to Sell Shares, Aims to Double AI NAND Market Share in Three Years

On December 18, Japan's leading NAND Flash manufacturer, Kioxia, debuted on the Tokyo Stock Exchange’s Prime Market with its Initial Public Offering (IPO). According to a report from MoneyDJ, citing Nikkei, Kioxia’s president, Nobuo Hayasaka, announced on December 19 that the company plans to ur...

2024-12-20

[News] NVIDIA Reportedly Asks Super Micro to Investigate AI Chips Acquired by China Following U.S. Demand

According to a report from Reuters, citing The Information, the U.S. Department of Commerce has recently requested NVIDIA to investigate how its AI chips ended up in China over the past year. This request comes as part of ongoing efforts to enforce export control regulations and address potential un...

2024-12-20

[News] Intel Reportedly Narrows down Bidders for Altera, with Formal Offers Due by January’s End

After finalizing the USD 7.86 billion funding award under U.S. CHIPS Act, Intel may be close to another business turnaround. According to Bloomberg, Team Blue has advanced several buyout firms to the next stage of bidding for Altera, its FPGA unit. A deadline for potential buyers to submit formal...

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