Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

A US research firm reported that Nvidia’s next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple’s 2.966 billion gigabytes and Samsung’s 2.724 billion gigabytes combined.

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SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.

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Commentary: Sanctions reshaped China’s foundry sector — just not in the way markets expected

China’s foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid the AI boom, recovering demand for mature nodes, and a push for supply-chain self-reliance.

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Kemflo expands into semiconductor carbon recycling and commercial water systems

Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purification systems, filter cartridges, industrial water treatment, and activated carbon regeneration services.

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