| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| 10:15 | First Intel Wildcat Lake Laptops Near Launch; Reportedly Built on 18A, Taking Aim at Apple's MacBook Neo | ||
| 06:14 | TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO Push | ||
| 05:14 | Memory 1Q26 Price Surge: Samsung Flags 146% ASP Jump, SK hynix Sees Mid-60% DRAM Gains | ||
| 03:14 | YC Chem Reportedly First in Industry to Supply Glass Substrate Photoresists; Customer Targets End-2026 Mass Production | ||
| 02:14 | China's Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum | ||
| Fr | TSMC Plans to Sell 8.1% Stake in Vanguard to Focus Resources on Core Businesses | ||
| Fr | Kioxia Reportedly Forecasts 48-Fold April Quarter Profit Jump, Eyes U.S. ADS Listing Amid Memory Boom | ||
| Fr | Samsung Reportedly Begins Preemptive Strike Measures on May 14, Shifts Product Mix Toward HBM | ||
| Fr | SMIC Q1 Net Profit Up 5%, Misses Forecasts; Smartphone-Related Revenue Share Hits Lowest Since 2021 | ||
| Fr | Applied Sees >30% Equipment Growth, >50% Packaging Surge in 2026; China Remains Top Market in 2Q | ||
| Fr | Rohm Reportedly Warns of Delays in Talks with Toshiba and Mitsubishi Electric After Denso Exit | ||
| Fr | Samsung Reportedly Develops New Mobile HBM Packaging With Copper Pillars, Boosting Bandwidth by 15%-30% | ||
| Do | U.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall | ||
| Do | Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production | ||
| Do | TSMC Sees AI Wafer Demand Rising 11x From 2022-2026, Targets CoWoS With 24 HBM Stacks in 2029 | ||
| Do | Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens | ||
| Do | China's Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure | ||
| Do | SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push | ||
| Mi | [Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand | ||
| Mi | Samsung Strike Seen Contained on Revenue Impact, with Price Support and Order Shift Risks to SK hynix, Micron | ||
| Mi | Decoding Googlebook Chip Partners: Intel Confirms Role, Qualcomm and MediaTek Also Reportedly in Play | ||
| Mi | Snapdragon 8 Elite Gen 6 Pro Reportedly Priced Above US$300 on TSMC 2nm, Risking Adoption | ||
| Mi | MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply | ||
| Mi | Samsung Electronics Rumored to Adjust Micro LED TV Manufacturing Strategy | ||
| Mi | Iran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand |