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Friday 12 December 2025
Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply
Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to...
Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector...
Thursday 11 December 2025
SK Hynix reaps largest benefits from H200 export approval
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that...
Thursday 11 December 2025
Acter Group sees strong order growth as semiconductor and memory expand
Benefiting from solid order momentum across its technology and consumer-related business groups, cleanroom electromechanical integrator Acter Group posted consolidated revenue of...
Wednesday 10 December 2025
Nvidia H200 clearance paves the way for HBM3E in China
The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted...
Wednesday 10 December 2025
Planet Technology maintains margins despite rising memory costs
Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent...
Wednesday 10 December 2025
SK Hynix says no decision yet on potential US ADR listing of treasury shares
SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows...
Wednesday 10 December 2025
Taiwan signals openness to US chip targets on condition of support
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a...
Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Tuesday 9 December 2025
YMTC sues US govt to overturn Chinese military-company designation
YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military,...
Tuesday 9 December 2025
Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...
Tuesday 9 December 2025
SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge
Rumors have risen that SK Hynix is accelerating the expansion of its 10nm-class sixth-generation 1c DRAM capacity. Previously, to concentrate on producing high-bandwidth memory (HBM),...
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Tuesday 9 December 2025
Samsung's HBM4 edge fuels foundry recovery
Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects...