Kioxia Plans to Replace Pricey AI DRAM With CXL Flash Memory Modules
Kioxia presented new flash memory technologies at the FMS event, focusing on solutions for AI-driven data demands.
AsiaAI.FYI
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Unimicron’s Japan Supply Race: The Scramble to Secure Upstream Glass Fiber and Equipment for AI
Sam J. Hsieh, the new Chairman of Unimicron, a major IC substrate manufacturer, reported that the surge in AI demand…
DeepSeek’s $2.56B Huawei Order: Why the AI Pioneer Is Pivoting Away From Nvidia
DeepSeek is reportedly ordering 160,000 Ascend 950DT AI chips from Huawei for a new data center in Inner Mongolia, with…
China’s Lithography Tech Is 15 Years Behind Western Equipment Suppliers
Frank Rohmund, head of Semiconductor Manufacturing Technology at Zeiss, estimates China is 15 years behind in chip manufacturing, specifically in…
China’s Advanced Packaging Push: How Naura and AMEC Bypass U.S. Front-End Sanctions
Major Chinese semiconductor equipment companies, including Naura, AMEC, and HuaHai Qingke, are expanding their localization efforts from front-end to advanced…
Micron Plans to Double HBM Production to 100,000 Wafers to Challenge South Korean Memory Dominance
Micron plans to double its monthly High Bandwidth Memory (HBM) wafer production to 100,000 units by the end of 2026.
AI Agent Security Risks: Why 65% of Enterprises Experience Excessive Permission Failures
A new survey by Enterprise Management Associates (EMA) reveals significant gaps in enterprise control over AI agent permissions, with 65%…
The Enterprise AI Pivot: Non-Hyperscale Demand Drives the Shift to Open-Source Models
NVIDIA's latest earnings show its 'AI Cloud, Sovereign AI, Industrial, and Enterprise' segment (ACIE), representing non-hyperscale customers, now accounts for…
TSMC’s 20-Fab Buildout Fall Short as AI Chip Demand Doubles Equipment Orders
TSMC's Co-COO, C.C. Wei, stated at SEMICON Taiwan 2026 that AI demand is growing at an unprecedented rate, causing equipment…
Nvidia’s $12.9B Hugging Face Acquisition: The Software Lock-In Facing AI Developers
NVIDIA has announced a landmark $12.93 billion acquisition of Hugging Face, the open-source platform hosting AI models for over 18…
TSMC’s 90% Equipment Procurement Surge: The Looming Machine Shortage for Western Chipmakers
Taiwan Semiconductor Manufacturing Co. (TSMC) announced on September 2 that its projected manufacturing equipment procurement for 2026 has increased by…
South Korea’s HBM Boom Drives Global Chip Equipment Sales to a Record ₩55T
The global semiconductor equipment market recorded over ₩55 trillion (approximately $40.7 billion) in sales during the second quarter of 2026,…
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