Malaysia eyes Huawei chips for AI project despite US warning
According to a post on r/hardware, Malaysia is looking at using Huawei chips for an AI project even after a US warning. The story mixes AI infrastructure demand with ongoing semiconductor trade and policy tensions.
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SK Hynix Boosts Leading-Edge 1c DRAM Production to a Dominant Position
SK hynix is increasing production of its 1c DRAM node, which will become the dominant node by Q1 2027. The 1c node, around 11-12 nm with 5-6 EUV layers, will be used for HBM4E, LPDDR6, and DDR5. Currently, 1c accounts for 24% in Q3 2026, rising to 34% in Q4.
CXMT All But Confirms Its Partnership With Apple, Says It’s Open To “Exploring Collaboration Opportunities With Top-Tier Customers Worldwide”
Wccftech reports that CXMT has indicated openness to working with top-tier customers, reinforcing reports that Apple may use the Chinese DRAM maker as leverage in negotiations with Micron, Samsung, SK hynix, and Kioxia. The potential tie-up carries political complications in Washington.
Report: Samsung’s 4nm lines run at full tilt as HBM4 chips eat up to 60% of foundry output
According to a report from ZDNet Korea, Samsung has dedicated more than 50% of its 4-nanometer lines to manufacturing the base die for HBM4 memory chips, as demand for high bandwidth memory outpaces supply. The article cites sources within and outside Samsung, indicating the company aims to expand HBM4 production in Q3 2026.