The latest earnings calls of Samsung highlighted a strong performance in the fourth quarter of 2025, driven primarily by a booming memory business. The Device Solutions division saw revenue jump 33% quarter on quarter to KRW44 trillion, with operating profit reaching KRW16.4 trillion.
Recent calls highlight a period of "chip inflation" and strategic shifts in the semiconductor supply chain. Rising costs in mature processes and packaging have triggered price hikes of up to 50% for components like MCUs in China, while a persistent AI-driven memory shortage is expected to last through 2026
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ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
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