| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| 15.05. | TSMC Plans to Sell 8.1% Stake in Vanguard to Focus Resources on Core Businesses | ||
| 15.05. | Kioxia Reportedly Forecasts 48-Fold April Quarter Profit Jump, Eyes U.S. ADS Listing Amid Memory Boom | ||
| 15.05. | Samsung Reportedly Begins Preemptive Strike Measures on May 14, Shifts Product Mix Toward HBM | ||
| 15.05. | SMIC Q1 Net Profit Up 5%, Misses Forecasts; Smartphone-Related Revenue Share Hits Lowest Since 2021 | ||
| 15.05. | Applied Sees >30% Equipment Growth, >50% Packaging Surge in 2026; China Remains Top Market in 2Q | ||
| 15.05. | Rohm Reportedly Warns of Delays in Talks with Toshiba and Mitsubishi Electric After Denso Exit | ||
| 15.05. | Samsung Reportedly Develops New Mobile HBM Packaging With Copper Pillars, Boosting Bandwidth by 15%-30% | ||
| 14.05. | U.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall | ||
| 14.05. | Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production | ||
| 14.05. | TSMC Sees AI Wafer Demand Rising 11x From 2022-2026, Targets CoWoS With 24 HBM Stacks in 2029 | ||
| 14.05. | Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens | ||
| 14.05. | China's Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure | ||
| 14.05. | SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push | ||
| 13.05. | [Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand | ||
| 13.05. | Samsung Strike Seen Contained on Revenue Impact, with Price Support and Order Shift Risks to SK hynix, Micron | ||
| 13.05. | Decoding Googlebook Chip Partners: Intel Confirms Role, Qualcomm and MediaTek Also Reportedly in Play | ||
| 13.05. | Snapdragon 8 Elite Gen 6 Pro Reportedly Priced Above US$300 on TSMC 2nm, Risking Adoption | ||
| 13.05. | MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply | ||
| 13.05. | Samsung Electronics Rumored to Adjust Micro LED TV Manufacturing Strategy | ||
| 13.05. | Iran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand | ||
| 12.05. | Samsung Reportedly Plans Galaxy S26 Tactical Military Phone Later This Year; Apple Also Eyes Entry | ||
| 12.05. | TI Reportedly Raises Power Component Prices 5-15% in July; De-China Shift Fuels Upcycle Momentum | ||
| 12.05. | MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push | ||
| 12.05. | China Memory Module Maker POWEV Advances DDR5 Push as 64GB RDIMM Reportedly Enters Volume Production | ||
| 12.05. | [Sponsored Content] From Single-Task to Multi-Functional: Advantech Empowers ADATA in Developing Multi-Robot Collaborative AI AMRs |