Technology

DRAM+NAND integrated architecture, SK Hynix launches HBS

15 November 2025
According to "ET News", SK Hynix is developing a new generation of "High Bandwidth Storage" (HBS), combining mobile DRAM and NAND flash memory to create an efficient AI computing memory solution specifically designed for mobile d...

OCP Global Summit 2025 Highlights and Industry Change Analysis

13 November 2025
This article is cooperating with Tuoyuan Industrial Research Institute, and the reproduced content is part of the essence. To purchase the complete report, please contact Tuoyuan’s official website This article will take you through: OCP 2025 displa...

Winbond: This wave of memory price increases exceeds the traditional 6 to 9-month cycle, attracting

9 November 2025
Winbond showed excellent operating results in the third quarter, especially the gross profit margin of the memory department exceeded 50%. In this regard, general manager Chen Peiming admitted that a large part of the profits came from the reversal...

The U.S.-China truce continues: The battle to decouple semiconductor technology and raw materials is

7 November 2025
The Sino-US trade conflict has evolved from a simple tariff war to a deeper "decoupling race" in technology and minerals. In the face of U.S. export controls, China is actively promoting self-sufficiency in semiconductors, AI chips, EDA so...

Trump says he will discuss NVIDIA s "ultra-advanced" chips with Xi, mentions TSMC again

1 November 2025
U.S. President Donald Trump revealed to the media that he plans to discuss NVIDIA’s “super duper” AI chip when he meets with Chinese President Xi Jinping on October 30. CNBC reported that Trump was asked about issues related to the Trump-Xi meeting...

Changxin Storage is rumored to be planning to ship HBM3 samples to help Huawei break through the AI

31 October 2025
According to market news, China's major memory manufacturer Chang Xin Memory (CXMT) has made a major breakthrough and shipped HBM3 samples to Chinese AI giants such as Huawei to alleviate the HBM crisis. It is reported that Changxin Memory plans...

Can the Taiwan stock market continue to chase new highs every day? Legal person: The five major obse

24 October 2025
The Taiwan stock market index hits new highs every day. Today, TSMC led the way and once soared to a record price of 1,500 yuan, driving the weighted index to break through the 27,900 point level, setting another record high, reaching a maximum of 2...

AI demand is strong, US factory gross profit dilution reduced! JPMorgan maintains TSMC outperforms a

22 October 2025
TSMC recently held its third quarter earnings conference, and its revenue, gross profit margin, and EPS were all better than expected. In this regard, the latest report issued by the US-based foreign capital JPMorgan Chase (JPMorgan) pointed out tha...

MediaTek expresses willingness to produce chips in India, echoing Made in India

17 October 2025
India's Economic Times reported that MediaTek, a major Taiwanese IC design company and one of the world's largest semiconductor suppliers for smartphones, automotive systems and smart home equipment, has publicly stated that it is ready to p...