Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race

Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia’s trust to defend its lead. As Nvidia readies its Vera Rubin AI platform and tests cheaper GDDR7 alternatives, the rivalry between Korea’s memory giants is reshaping the high-value market heading into 2026.

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Nvidia-Intel alliance to boost long-term demand for ABF substrates

Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the industry remains optimistic that this “powerful collaboration” will promote closer integration of GPU and CPU designs, thereby driving increased demand for high-end ABF substrates. Leading suppliers closely working with both companies are expected to be the biggest beneficiaries.

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Renesas showcases 3nm automotive chip, targets 10% of global revenue from India by 2030

Renesas Electronics unveiled its latest semiconductor innovations at the Electronica India 2025 show in Bengaluru, highlighting both its global research and development contributions from India and the growing significance of the country in its long-term business strategy. The Japanese chipmaker showcased automotive microcontrollers (MCUs), system-on-chips (SoCs), and industrial IoT tools, with applications spanning infotainment, driver monitoring, zonal E/E architectures, and electric vehicles, according to Autocar Professional and The Economic Times.

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