Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

Marvell announces new custom HBM compute architecture that enables XPUs to achieve greater compute and memory density. According to its press release, this new AI accelerator (XPU) architecture enables up to 25% more compute, 33% greater memory while improving power efficiency. Notably, the new c...

Following the footsteps of semiconductor bellwethers TSMC and Intel, U.S. head-quartered Micron becomes the first memory giant to secure the funding under the CHIPS Act. According to U.S. Department of Commerce, it has finalized a USD 6.165 billion government subsidy for Micron to support semiconduc...

According to a report from TechNews, citing Central News Agency, Taiwan's Ministry of Economic Affairs is leading the establishment of the quasi-government-owned power company, Taiwan Intelligent Electric Power. The report notes that companies such as foundry company UMC, IC packaging and testing co...

A new round of U.S. export crackdown on China has been disclosed, as it is set to implement its third wave of restrictions on China's semiconductor industry in three years, starting Monday, as per a report from Reuters. Maybe one of Biden’s largest scale restrictions, the new rules will include...