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Wednesday 22 January 2025
PTI sees memory backend demand start recovering in 2Q25
Backend house Powertech Technology (PTI) anticipates a resurgence in demand from the memory sector beginning in the second quarter, with further enhancement projected through the...
Wednesday 22 January 2025
DIGITIMES exclusive: Samsung refutes 1b DRAM redesign reports
Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Tuesday 21 January 2025
Taiwan memory makers struggle to boost profitability as process upgrade race intensifies
The memory industry experienced fluctuations in its performance in 2024. In the first half of 2024, the three largest international DRAM manufacturers were able to convert losses...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Friday 17 January 2025
China begins probe into US chip grants, alleged dumping
China will investigate allegations that the US dumps lower-end chips and unfairly subsidizes its own chipmakers, in potentially one of Beijing's strongest retaliatory moves against...
Thursday 16 January 2025
NAND chipmakers intend to maintain pricing after Lunar New Year
Leading NAND flash manufacturers have gradually cut output to stabilize market prices and prevent further declines, as they intend to uphold pricing even beyond the Lunar New Year...
Thursday 16 January 2025
US tightens chip export regulations to prevent advanced semiconductor sales to China, impacting TSMC
The US has introduced new regulations to prevent advanced chips from reaching China. This move aims to tighten restrictions on its geopolitical rival, urging chip manufacturers like...
Wednesday 15 January 2025
Industrial memory gradually recovers in 2H24, with varying performances from Transcend and Innodisk
The demand for industrial memory modules has gradually recovered in the second half of 2024. However, revenue performance in December varied significantly among companies.
Wednesday 15 January 2025
Panram eyes automotive growth, seeks partnerships to offset DDR4 revenue decline
In the fourth quarter of 2022, Kingston Technology's divestment from Panram International and subsequent board departure triggered market concerns, prompting Panram to initiate significant...
Wednesday 15 January 2025
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply,...