Newsletter Kioxia Is Shipping CXL Modules to Replace Costly DRAM in AI Data Centres
Top stories: Kioxia's Latest Flash Memory Technology Addresses DRAM and SSD Challenges for AI Era · NVIDIA and CrowdStrike Unveil…
AsiaAI.FYI
Author: Dick Weisinger
Newsletter 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.
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…
Newsletter China’s Advanced Packaging Push: How Naura and AMEC Bypass U.S. Front-End Sanctions
Top stories: Chinese Equipment Makers Accelerate Localization of Advanced Packaging Beyond Front-End · Anthropic Prep for Late Fall IPO Alongside…
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…
East Asian Technology Intelligence
Japan & China tech news — translated, contextualized, and delivered for Western readers.
Free. Unsubscribe anytime.