| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| Fr | Apple May Prioritize High-End iPhones in 2H26 as Memory Costs Rise; Flags TSMC 3nm Tightness | ||
| Fr | DeepSeek Moves Closer to NVIDIA H200 Chips as China Reportedly Signals Conditional Approval | ||
| Fr | ByteDance, Alibaba, DeepSeek Reportedly Ready February Model Launches, Fueling China's AI Race | ||
| Fr | Meta's MTIA-3 AI Chip Reportedly Tipped for 2H26 Debut, Built on TSMC 3nm with GUC Support | ||
| Fr | Samsung, SK hynix and Micron Reportedly Rein In Orders to Curb Hoarding as Supply Tightness Persists | ||
| Fr | SanDisk Beats Forecasts with 600%+ Profit Jump; First LTA Reportedly Sealed as Momentum Builds | ||
| Fr | CPO Emerges as the New Sought-After as JCET and UMC Secure Early Position | ||
| Fr | Chinese Smartphone Maker Transsion Warns 2025 Net Profit Could Plunge 50%+ on Soaring Memory Costs | ||
| 29.01. | Samsung Foundry Reportedly Expects 30%+ 2nm Order Growth in 2026; 1.4nm Set for 2029 | ||
| 29.01. | EMIB Challenges Test Intel amid Buzz of NVIDIA Considering 14A/18A and Advanced Packaging | ||
| 29.01. | Alibaba T-Head Unveils New AI Chip Said to Match NVIDIA H20 as IPO Speculation Builds | ||
| 29.01. | SK hynix Flags Ongoing DRAM Tightness in 2H26, NAND at Similar Levels; HBM4 in Focus | ||
| 29.01. | Samsung Trails SK hynix for 2025 but Tops Q4 with Record KRW 20T Earnings amid Chip Rebound | ||
| 29.01. | Shanghai Recorded 15.1% Growth in Integrated Circuit Manufacturing Output for 2025 | ||
| 29.01. | Second-Tier No More: Kioxia and SanDisk Balance Alliance and Rivalry in AI NAND Race | ||
| 28.01. | ASML Posts Record €9.7B Q4 Revenue; Memory Shortage Reportedly May Boost EUV Tool Demand | ||
| 28.01. | SK hynix Smashes Records in 2025, Beats Samsung with KRW 47.2T Operating Profit | ||
| 28.01. | [Insights] Memory Spot Price Update: DDR4/DDR5 Hit Highs, Buyers Hesitant; DDR3 Sees Uptick | ||
| 28.01. | China's Cmsemicon Lifts MCU, NOR Flash Prices by 15-50%; Goke Eyes Hikes of Up to 80% | ||
| 28.01. | SK hynix Reportedly to Supply About Two-Thirds of NVIDIA HBM4; Samsung Targets Early Delivery | ||
| 28.01. | Seagate Q3 Guidance Tops Estimates, Nearline HDD Capacity Fully Booked Through 2026 | ||
| 28.01. | ASMPT Reportedly Considers Divesting SMT Unit to Double Down on Advanced Packaging | ||
| 28.01. | China's Illuvatar CoreX Unveils Bold GPU Roadmap, Reportedly Eyeing NVIDIA's Rubin by 2027 | ||
| 27.01. | Samsung May Raise iPhone LPDDR Prices by Over 80% QoQ; SK hynix Reportedly Near-100% Increase | ||
| 27.01. | Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier |