Product
1 storyThe Chinese firm mounted NAND dies directly onto PCB using wafer-level assembly, reportedly improving capacity density by 33% without relying on advanced foreign 3D NAND chips. The technology appears in Huawei's OceanStor Pacific storage systems, signaling a shift toward domestic packaging solutions to circumvent supply chain restrictions.
Capacity & Supply
2 storiesThe Manassas expansion, backed by a $2 billion investment, targets long-lifecycle memory demand from automotive, defense, aerospace, and medical device makers. Micron is addressing unexpected DDR4 supply tightness by scaling the oldest DRAM standard on its most advanced U.S. manufacturing node.
Taiwan authorities detained three people this week for allegedly making fraudulent declarations about AI servers supplied by Super Micro to Nvidia. The incident signals growing regulatory scrutiny of AI server supply chains and compliance practices in the region.