MediaTek confirms AI ASIC collaboration with Intel using EMIB-T advanced packaging, advancing 400G SerDes IP. Targeting next-gen opportunities including Google TPU v10 and Meta custom chips.
暗示高端AI芯片封装与高速接口需求增长。
Researchers from MIT, Google, and the University of Washington introduced 'Granite,' a new methodology for verifying the functional correctness and non-leakage of RTL processors against ISA contracts.
Microsoft is optimizing Windows 11 to reduce memory footprint for 8GB RAM systems amid the ongoing memory shortage. This move aims to retain users as manufacturers reintroduce low-capacity laptops due to supply constraints.
当前内存市场供需紧张格局未变，DDR4等低容量产品需求维持高位。
TrendForce reports severe bottlenecks as KV Cache demand surges against constrained memory supply. Penguin Solutions, Marvell, and Meta deploy CXL solutions for capacity expansion, while NVIDIA and Google compress demand. Bullish: Supply constraints drive price pressure.
Samsung aims to allocate 60-70% of production capacity to long-term agreements with major cloud providers, predicting server DRAM contract prices will rise 13-18% QoQ in 3Q26. This shift toward contracted supply and price floors is expected to tighten spot market availability and sustain price increases through 2028.
Seagate will qualify 50TB HDDs in late 2027 with shipments in 2028, and most drives are sold out through 2028 due to strong AI and cloud demand. Bullish for HDD pricing due to confirmed supply shortage.
SSD prices have surged dramatically, with the Samsung 990 EVO Plus 2TB increasing by 221.5% over the past year, and the WD Blue SN5000 4TB doubling in price to $449.99.
Apacer CEO predicts DRAM supply to module makers will drop by 70% year-on-year in 2027. Major manufacturers are reallocating 60% of capacity to HBM and server memory. Bullish: Severe shortages are expected to persist, driving up prices.
Global GenAI competition intensifies as Moonshot AI launches Kimi K3, a multimodal LLM, alongside the rise of DeepSeek, Alibaba's Qwen, and Z.ai's GLM. China is pivoting towards open-source ecosystems and large-scale commercial deployment. Market impact is currently neutral as this represents a competitive trend rather than a supply shock.
Google announced another increase in capital expenditure for 2027, with industry watchers expecting AWS and Microsoft to follow suit. This surge in spending aims to sustain AI infrastructure momentum amid growing demand. Bullish signal for AI chip demand and potential supply constraints.
Nvidia is developing the Vera CPU to compete with Intel and AMD in the server market, potentially targeting cloud providers like Amazon and Google. This strategic expansion moves beyond their GPU dominance into the central processing unit sector.
Carl Zeiss SMT confirmed a 25,000 sqm expansion at its German site to support ASML's EUV scanner production. This expansion addresses the capacity bottleneck limiting ASML's output, aligning with ASML's plan to increase Low-NA EUV production by 30% in 2027. Bullish for ASML and EUV equipment supply chain.
Samsung and SK Hynix are set to announce massive long-term supply deals with US tech firms, driven by strong demand from the US market which accounts for 80-90% of orders. This partnership, catalyzed by President Lee's visit to Silicon Valley, signals a significant commitment to AI infrastructure and future memory capacity expansion.
Part 3 details practical validation of CXL memory expanders, covering integration modes like System RAM and Device DAX, and utilizing tools like daxctl and efi=nosoftreserve for configuration.
Intel and Fortinet announced the fabrication of Fortinet's sixth-generation Security Processor (SP6) on the Intel 4 node, marking the first named external foundry customer for the process. This agreement signals progress for Intel Foundry Services (IFS) in securing external capacity despite delays compared to the planned Intel 3 node. Bullish for Intel Foundry capacity utilization.
Intel and Fortinet announced a partnership to manufacture the SP6 firewall ASIC on Intel 4, marking the node's first external customer. The chiplet-based design departs from the current monolithic SP5 and is scheduled for Q3-Q4 2026 production. Bullish: Confirms Intel 4 node adoption and validates Intel Foundry Services' advanced packaging capabilities.
TSMC plans to raise baseline prices on advanced nodes (7nm and below) by 5-10% and mature nodes by up to 10%, effective early 2027. Additional HPC capacity demand will incur a 10-15% premium, potentially totaling a 25% increase. Bullish for foundry pricing power driven by AI demand and rising tool costs.
Zilog, a Littelfuse subsidiary, ended production of the Z80 CPU in June 2024 after 48 years. An open-source replacement is in development to address the resulting shortage.
SK Group Chairman Chey Tae-won admitted memory prices are 'abnormally high' and announced plans to build a US memory chip plant to increase supply and curb 'chipflation.' High prices are pressuring PC and smartphone manufacturers, forcing them to pass costs to consumers, while also attracting new competitors like CXMT and YMTC. This supply expansion strategy signals a bearish outlook for memory prices in the near term.
ASML is reportedly planning price increases for existing Low-NA EUV tools, a move that could cost TSMC billions in additional capital expenditures. Despite TSMC's frustration, ASML CFO Roger Dassen confirmed that productivity gains justify these hikes, though implementation will take time due to long order lead times.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |