| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| 01.10. | Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers | ||
| 01.10. | Tencent Reportedly Signs $7B Deal to Lease 100,000 AI Chips From Oracle in Southeast Asia | ||
| 01.10. | Micron FY2026 Revenue Surges 256% to $133.2B, Locks In 35%+ of Revenue Through 2030 | ||
| 30.09. | Samsung Foundry Loss Reportedly Seen Shrinking 42% YoY in 2026 as HBM4 Base-Die 4nm Demand Rises | ||
| 30.09. | Anthropic Eyes $2T IPO Valuation, $518B AI Buildout Spans Amazon, Google, Broadcom, and More | ||
| 30.09. | [Insights] Memory Spot Price Update: DRAM Market Quiet Amid Holidays; NAND Buying Stays Weak | ||
| 30.09. | NVIDIA Reportedly Explores Glass Substrates, 2028 Adoption Possible as Taiwan Suppliers Step Up | ||
| 30.09. | Wuhan Xinrongguang Founded with Registered Capital of CNY 13.2 Billion, Targeting Silicon Photonics | ||
| 29.09. | Samsung Sees HBM Taking Nearly 30% of Industry DRAM Capacity in 2027, Up From 20% Currently | ||
| 29.09. | China Unveils 15th Five-Year Battery Plan, Targets Initial Large-Scale All-Solid-State Battery Deployment by 2030 | ||
| 29.09. | TSMC Reportedly Eyes Texas Expansion That Could Top US$265B; VIS-NXP Mulls Second Singapore Fab | ||
| 28.09. | Micro LED Optical Interconnects Take Center Stage at CIOE 2026 | ||
| 28.09. | China State-owned Enterprise Restructuring Fund Makes Strategic Investment in Hyper Photonix | ||
| 25.09. | 12-inch Wafer Price Hikes Loom for 2027 as AI Demand Tightens Supply, with LTAs Reportedly Up 15-40%+ | ||
| 25.09. | Rare Earths in Focus Ahead of Trump-Xi Talks as U.S. Dependence on China Could Last Into 2030s | ||
| 24.09. | CXMT, YMTC Ramp Memory Capacity, but China's AI, Cloud Boom Could Soak Up New Supply Through 2027 | ||
| 24.09. | Meta to Launch Charm Device for Muse AI in December, Unveils New VR and Ray-Ban Glasses | ||
| 24.09. | Micron Reportedly Ends 2GB GDDR7, Narrowing Supply Options for NVIDIA's RTX 50 Series | ||
| 24.09. | Ligent Technologies Goes Public on HKEX, Raising $723M to Scale Optical Transceiver and Chip Capacity | ||
| 24.09. | Qualcomm Says Announced 2nm Chips Will Use TSMC, Keeps Door Open to Samsung Foundry | ||
| 23.09. | [Insights] Memory Spot Price Update: DRAM Spot Prices Hold Cautious Tone; DDR4 2Gx8 Drops 3.6% | ||
| 23.09. | German Court Reportedly Finds Micron Infringed Two YMTC NAND Patents, Grants Injunctions | ||
| 23.09. | Samsung's LPDDR6 Passes Industry-First Snapdragon Validation; Galaxy S27 May Split Memory Tiers | ||
| 23.09. | DeepSeek Reportedly Expands Huawei Chips to AI Training; New Supply Could Arrive in 4Q26 | ||
| 23.09. | BOE Joins Glass Substrate Race as Samsung Electro-Mechanics, SKC, LG Eye 2027-2028 Ramp |