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AI & Enterprise
Dowoo Information to supply YMTC consumer SSD brand ZHITAI in South Korea
IT distributor Dowoo Information said on Thursday it signed an official distribution agreement in South Korea with ZHITAI, the consumer storage brand of NAND flash memory maker YMTC, and will launch a next-generation PCIe SSD lineup. The products include PCIe 5.0 models TiPro9000 and TiPlus9100, and the PCIe 4.0 TiPlus7100s. The company said competition is intensifying as AMD and Intel platforms support PCIe 5.0 SSDs.
Industry
China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits
China’s memory push is moving into high-bandwidth memory, with CXMT seeking mass production of HBM3 and reallocating 20% of capacity, or 60,000 wafers a month, to HBM. While China may struggle to catch up quickly, analysts warn the bigger risk is price disruption as legacy DRAM output shrinks and AI-focused memory expands. TrendForce expects narrowing price gaps between HBM3E and DDR5, potentially squeezing margins below HBM4.
Industry
U.S. Congress introduces bill to tighten chip tool export controls to China, targeting ASML DUV
The U.S. Congress has introduced new export-control legislation aimed at blocking sales, maintenance and technical support for semiconductor equipment to major Chinese chip firms, Cryptopolitan reported. The bipartisan MATCH Act would narrow access to key tools China cannot produce and extends restrictions beyond advanced EUV to older DUV systems, including ASML immersion DUV. The bill lists firms such as SMIC and Huawei and would press allies to strengthen rules within 150 days.