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Aug 13, 2026 GaN Patent Battle Heats Up: Navitas Sues Renesas After Trade-Secret Claims Navitas sued Renesas in Texas, alleging its GaN semiconductors infringe four patents covering power conversion and energy efficiency. The case escalates a broader dispute as AI data center demand rapidly boosts GaN's role in 800V power systems. TrendForce Aug 13, 2026 Meta Cuts Server Count 25% by Reusing Old Memory: Can Anyone Else Do It? Meta is deploying CXL-based memory expansion across millions of servers, reusing DDR4 modules from retired systems. The strategy can reduce server counts by 25%, cut costs, extend memory lifespan, and gain momentum as DDR5 prices rise. EE Times Aug 13, 2026 Fund backed by China memory giant YMTC invests in push for alternative chipmaking route A venture fund backed by YMTC has invested in SOI Micro, supporting China's push for domestic semiconductor alternatives. The company develops 28nm-class FD-SOI technology, offering a low-power alternative to FinFET and expanding YMTC's investment reach beyond memory chips. South China Morning Post Aug 13, 2026 SK hynix to mark groundbreaking of Indiana fab, possible Chey-Huang meeting draws attention SK hynix will break ground Aug. 27 on its $3.87 billion advanced semiconductor packaging plant in Indiana. CEO Kwak Noh-Jung and executives will attend, while possible visits by Nvidia's Jensen Huang and SK Chairman Chey Tae-won fuel interest. Korea Joong Ang Daily Aug 13, 2026 Sony-TSMC $4.7B Deal Helps Thwart Samsung, Analysts Say Sony and TSMC's $4.7 billion joint venture aims to counter Samsung and OmniVision in image sensors while addressing rising demand from smartphones, robotics and physical AI. The Kumamoto facility will begin production in 2029, backed by Japanese government support. EE Times Aug 13, 2026 Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU Intel CEO Lip-Bu Tan says memory has become a strategic priority & highlights new architectures as a personal project. He is exploring memory innovation, including stacking memory directly on CPUs, as Intel considers opportunities beyond conventional memory technologies. Tom's Hardware Aug 13, 2026 What Are DDR5 DIMM Chipsets? The Complete Guide To RCDs, PMICs, SPD Hubs, And More DDR5 server memory must deliver greater bandwidth, capacity, efficiency, & reliability as AI and data-intensive workloads expand. Beyond DRAM, RCD, PMIC, SPD Hub & temperature sensors enable performance, power management, signal integrity, thermal awareness & scalability. Semiconductor Engineering Aug 13, 2026 Flip-chip packaging advances semiconductor system design Flip-chip packaging is gaining momentum as AI, HPC and advanced electronics demand higher I/O density, better thermal management and shorter interconnects. The market could reach $70–82 billion by 2035, driven by chiplets, 2.5D/3D integration and advanced substrates. Global Sources Aug 13, 2026 SPIL breaks ground on advanced IC packaging, testing plant in Yunlin Siliconware Precision Industries broke ground on a NT$100 billion CoWoS plant in Yunlin to meet surging AI chip demand. The facility will begin operations in 2028, create 2,200 jobs and strengthen SPIL's role in AMD's Taiwan AI supply chain. Focus Taiwan Aug 13, 2026 Why does SK Hynix want to sell its chip facility in southwest China? SK Hynix is considering selling or bringing in an investor for its Chongqing packaging plant, potentially valuing it at $3 billion, as it shifts capital toward higher-margin AI memory products. Analysts cite valuation, market-cycle and regulatory risks, while proceeds could fund expansion. South China Morning Post |
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