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Wednesday 25 June 2025
Trade uncertainty weighs on Taiwan despite strong tech demand
After nearly two weeks of conflict, a ceasefire between Israel and Iran has brought a temporary halt to hostilities, easing fears of disruption in the Strait of Hormuz and triggering...
Tuesday 24 June 2025
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more...
Tuesday 24 June 2025
Samsung to expand 1c DRAM production in 2H25 after significant yield improvements
Samsung Electronics will begin expanding investment in sixth-generation 10nm-class DRAM (1c DRAM) production starting in the second half of 2025. Industry observers interpret this...
Monday 23 June 2025
SK Hynix reportedly clinches custom AI memory orders from Nvidia, Microsoft, Broadcom
SK Hynix has reportedly secured customized high-bandwidth memory (HBM) orders from Nvidia, Microsoft, and Broadcom, pulling ahead of domestic rival Samsung Electronics in the race...
Monday 23 June 2025
Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications
Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...
Monday 23 June 2025
Samsung targets HBM comeback as DRAM leadership slips to rival
Samsung Electronics wrapped up its global strategy meeting with the Device Solutions division, outlining plans to regain ground in high-bandwidth memory and foundry operations. The...
Monday 23 June 2025
YMTC beats Samsung as best SSD seller in JD.com's 618 bonanza
Chinese NAND flash manufacturer Yangtze Memory Technologies (YMTC) has outperformed global rivals during a major domestic e-commerce event. Its consumer SSD brand ZhiTai claimed the...
Monday 23 June 2025
NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

Monday 23 June 2025
Chinese graduates seeking semiconductor jobs targeted by scams
Fresh college graduates in China looking to enter the employment force have their hearts set on major players in the semiconductor industry. However, as they rush to submit resumes,...
Monday 23 June 2025
Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Saturday 21 June 2025
DDR4 prices spike as Nanya sells out 3Q25 output, supply chains brace for 4Q25 crunch
A global surge in demand for DDR4 memory chips is driving prices sharply higher as major DRAM manufacturers reduce legacy production and supply chain constraints push third-quarter...
Friday 20 June 2025
SK Hynix widens lead over Samsung as HBM race accelerates
South Korea's top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates...
Friday 20 June 2025
Samsung and SK Hynix reportedly accelerate VCT DRAM development as stepping stone to 3D DRAM
Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT...
Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
Friday 20 June 2025
HBM divide deepens: SK Hynix diversifies, Samsung pulls in-house
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics...