Sep 23, 2026
Semicon Taiwan 2026 opened August 31 in Taipei, drawing over 100,000 semiconductor professionals from 65 countries. The event spotlighted co-packaged optics and silicon photonics as critical technologies for addressing AI infrastructure bandwidth demands, with Samsung unveiling its 3D memory roadmap for AI applications.
Micron Technology announced plans to invest $10 billion over the next decade in a new research lab in Boise, Idaho, focused on advancing memory technologies, compute systems, and future chip manufacturing. The facility, called Micron Research Labs, represents a major expansion in the company's hometown.
OpenAI has asked a federal judge to dismiss Apple's lawsuit alleging that the AI company and two former Apple employees stole trade secrets to expand into consumer hardware. OpenAI released text messages and emails claiming to expose factual errors in Apple's case and arguing it is building something 'entirely new.'
SK hynix and SanDisk unveiled the first technical specification for High Bandwidth Flash (HBF), a new memory technology designed to bridge the performance gap between HBM and SSDs in AI accelerators, offering up to 3 TB/s bandwidth and terabyte-scale capacity. The specification was announced at the FMS 2026 conference, six months after the consortium's formation, with support from Google and Tenstorrent.
Samsung Electronics introduced breakthrough memory technologies at the Future of Memory and Storage conference, including zHBM (vertically stacked high-bandwidth memory on GPUs offering 4x data transfer speed) and a 400-plus-layer V10 Bonding V-NAND prototype, aimed at addressing AI infrastructure performance bottlenecks.
Filed on July 10, 2026, this federal lawsuit accuses OpenAI of stealing trade secrets to develop competing AI hardware devices. The suit claims former Apple employees took confidential information about upcoming products for OpenAI's benefit, marking a major rupture in the partnership between the iPhone maker and the ChatGPT developer.
Nvidia unveiled the RTX Spark chip for personal computers and partnered with Microsoft to launch the Surface Ultra laptop, marking Nvidia's entry as a complete PC chipmaker competing with Intel, AMD, and Qualcomm.
According to analyst Ming-Chi Kuo, OpenAI is working with MediaTek and Qualcomm on custom smartphone processors, with Luxshare as exclusive partner for system design and manufacturing, with potential mass production in 2028.