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Jan 6, 2026 The Great Memory Stockpile The global semiconductor industry is shifting toward AI-driven memory, creating a "Great Memory Pivot." SK Hynix, Samsung, and Micron prioritize high-margin HBM and DDR5 for AI, driving shortages, soaring consumer memory prices, and delayed PC shipments in 2026. EE Times Jan 6, 2026 VIEWPOINT 2026: Brad Ferry, Director of Business Development, Circuit Technology Center 2025 continued a strong trajectory of record-breaking performance at Circuit Technology Center. We strengthened our position as a trusted provider of high-reliability rework and repair services, with growing demand across complex board-level rework, BGA reballing, component tinning, and component salvage. ... Circuit Technology Center Jan 6, 2026 The quantum era crept up while we watched AI Quantum technology is rapidly moving from labs to industry, with Big Tech and startups racing to build powerful qubit-based computers. Investment and geopolitical competition surge, yet companies remain largely unprepared for security risks and operational challenges. Taipei Times Jan 6, 2026 Cryogenic Etch: A Key Enabler Of 3D NAND Rising edge and cloud storage demands are driving faster, higher-capacity 3D NAND flash. Manufacturers use advanced stacking, cryogenic etching, and AI-optimized profiles to boost speed, density, and efficiency while reducing energy use and carbon emissions. Semiconductor Engineering Jan 6, 2026 China's Chip Consolidation Heats Up: Hua Hong Acquires 97.5% of Huali, Following SMIC's Earlier Move As 2025 closed, China's chip sector accelerated consolidation. Hua Hong moved to buy 97.5% of Shanghai Huali, adding 40–65nm processes and ~38k wafers/month, while SMIC advanced similar moves, tightening capacity and market power across foundries. TrendForce Jan 6, 2026 ASML EUV Dominance & China's Semiconductor Equipment Push Under US export curbs, China is racing for chip-equipment self-sufficiency, but EUV lithography remains the choke point. ASML's moat spans 13.5-nm physics, Zeiss optics, and decades of HVM data and supply-chain scale reverse engineering can't match. TrendForce Jan 6, 2026 CES 2026 Consumer Tech Trends: EMEA Will Lead Growth At CES 2026, the CTA projected $1.3 trillion in global consumer tech sales for 2025, highlighting flat 2026 growth overall. EMEA shows modest gains, China slows, and small domestic appliances and connected devices emerge as key opportunities for value-driven consumers. EE Times Jan 6, 2026 Nvidia wants to power robotaxi fleets with chips, software by 2027 Nvidia is accelerating into autonomous vehicles, partnering with robotaxi operators to deploy Level 4 self-driving fleets by 2027. Using its Drive AV software and AI chips, the company aims to expand beyond AI infrastructure into automotive growth. CNBC Jan 6, 2026 The Data Center Boom Is Concentrated in the U.S. The United States is set to dominate global data-center development, hosting over half of upcoming facilities, which are larger on average than elsewhere. Experts caution rising energy demands may strain the U.S. power grid amid this rapid expansion. IEEE Spectrum Jan 6, 2026 Nvidia partner Foxconn reports 22% revenue surge as AI buildout ramps up Foxconn, Nvidia's key partner, posted a 22% revenue jump to $83 billion in Q4 2025 as AI infrastructure spending surged. The company's components, cloud, and server businesses outperformed expectations, boosted by partnerships with OpenAI and Taiwan's AI initiatives. CNBC |
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