Semiconductor
CXMT IPO Funds DRAM Capacity, Not the High-Margin Tier
The CXMT IPO funds DRAM capacity nearing Micron's, but capacity isn't competitive supply - bit output, DDR5 cost, and HBM yield tell the real story.
Semiconductor
LPDDR5X Is AI’s New Inference Memory. The Shortage Came With It.
LPDDR5X is how AMD, Intel, and Qualcomm build AI inference chips around the HBM and CoWoS crunch - but AI demand is now rationing that memory tier too.
Semiconductor
Intel High-NA EUV Is a 14A Bet, Not a Panther Lake Win
Intel High-NA EUV shipped first in Panther Lake, but the real move is 14A: banking volume learning before the node where the tool actually earns its price.
Semiconductor
When a Glass Substrate Supplier Publishes a Yield Number, Which Step Did It Measure?
The glass substrate is where AI's packaging bottleneck moves next, below CoWoS - and a merchant fab in Georgia is on track to reach commercial scale before TSMC.
Semiconductor
DRAM Shortage Is Starving On-Device AI of Cheap Memory
The 2026 DRAM shortage looks like pricier gadgets, but AI's cloud demand is rationing the cheap memory on-device AI needs - and Samsung is starving its own phones.
Semiconductor
Custom HBM Moves the Memory Bottleneck to the Base Die
Custom HBM won't end AI memory scarcity - SK hynix's HBM4E roadmap shifts the real bottleneck to base-die co-design, qualification, and yield-limited variants.
Semiconductor
Nvidia H200 China Sales: A Gate Opens, With Conditions
Beijing may let Alibaba, ByteDance, and DeepSeek buy Nvidia H200 chips - under 200,000 units, training only. What the two-government gate means.
Semiconductor
A Second Chip Means a Second Codebase
You design with the tools you are allowed to own. What that leaves out is who pays to make them usable. DeepSeek's reported inference chip has no named manufacturer and no prototype, and the durable cost it implies is not…