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👀 As #Intel and #SoftBank Group team up on ZAM, Taiwan’s #PSMC is reportedly leading pilot production. An AI memory roadmap beyond today’s HBM do...

What happened

Intel and SoftBank Group are reportedly collaborating on ZAM, a potential AI memory technology, with PSMC leading pilot production. This represents a long-term R&D initiative aimed at future AI memory architectures beyond current HBM. Watch: No immediate supply or price impact, but signals future competitive landscape shifts in advanced memory.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

AI Memory

IntelSoftBank GroupPowerchip Semiconductor Manufacturing Corporation

R&DpartnershipAI

Source and time

Source: TrendForce Official (Market Data) · 2/23/2026 · View original source

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👀 As #Intel and #SoftBank Group team up on ZAM, Taiwan’s #PSMC is reportedly leading pilot production. An AI memory roadmap beyond today’s HBM do...

What happened

Impact and signal

Affected components and suppliers

Source and time

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