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Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

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digitimes.com 2026-07-14

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization targeted for around 2030. Although the path is fraught with ecosystem barriers and compatibility hurdles, Intel's parallel development of Z-angle memory (ZAM) and cross-batch memory (XBM) underscores its determination to re-enter the DRAM market, as it simultaneou

iST June revenue rose as AI chip validation demand strengthened

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digitimes.com 2026-07-14

Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

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digitimes.com 2026-07-14

Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx. US$159.14 million) to CNY1.282 billion, as a memory-market super-cycle drives up prices for its DRAM and Flash products, according to a preliminary earnings filing to the Shenzhen Stock Exchange on July 13. That compare

Bosch starts sample production at its first US chip plant after securing up to US$225 million

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digitimes.com 2026-07-14

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an agreement for up to US$225 million in federal funding. Commercial production of silicon carbide chips at the Roseville, California, site is expected to begin in 2026.

Six-inch SiC substrate price rebounds as supply tightens

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digitimes.com 2026-07-14

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new o

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

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digitimes.com 2026-07-14

Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles

Bosch secures $225M CHIPS funding for Roseville semiconductor expansion - ABC10

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news.google.com 2026-07-14 ABC10

Semiconductor production underway at Bosch’s Roseville plant - FOX40

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news.google.com 2026-07-14 FOX40

Nvidia, AMD, Microsoft Partnerships — And These Clues — Fuel Dell Stock - Investor's Business Daily

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news.google.com 2026-07-14 Investor's Business Daily

Nvidia, Amazon, and Microsoft Stocks Just Did Something for the First Time in at Least 5 Years. Here's What History Says Will Happen Next - The Motley Fool

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news.google.com 2026-07-14 The Motley Fool