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Thursday 8 May 2025
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth prospects across its three main product lines, despite a sequential revenue dip in the first quarter of 2025.

Thursday 8 May 2025
Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon

A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential semiconductor technologies, including advanced image sensors and chip packaging techniques, amid an alleged attempt to defect to HiSilicon, a semiconductor subsidiary of Chinese tech giant Huawei.

Thursday 8 May 2025
SK Hynix to end DDR4 production by 2Q26, sparks supply crunch
The two major South Korean DRAM manufacturers are each preparing to discontinue their older DDR4 production lines. Following Samsung Electronics' early April announcement of its end-of-life (EOL) plan, SK Hynix recently notified suppliers with an EOL letter regarding DDR4 chips. The company plans to phase out 8GB and 16GB DDR4 chips produced using the 1z nanometer process, officially entering the discontinuation stage by April 2026.
Thursday 8 May 2025
Phison shares surge as memory chip prices offset currency headwinds
Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures that typically erode overseas earnings by 3% for every 1% appreciation.
Thursday 8 May 2025
Adata hits 13-month revenue high on price rebound, bullish on 2Q25 demand
Adata Technology reported consolidated revenue of NT$3.917 billion (US$121.4 million) in April, up 4.65% from the previous month and 1.79% from a year earlier—its strongest monthly performance in 13 months—driven by rising spot and contract prices for DRAM and NAND flash memory.
Thursday 8 May 2025
Winbond forecasts recovery after 1Q25 loss on weak demand
Memory chipmaker Winbond Electronics swung to a loss in the first quarter of 2025 following seasonal weakness, though Chief Executive Pei-Ming Chen said urgent orders have exceeded expectations for the second quarter, with flash memory sales set to climb.
Tuesday 6 May 2025
DRAM process development direction: 3D DRAM
Since the 20nm node, advancements in DRAM process technology have decelerated, with development from 19 to 11nm occurring in small, 1 to 2nm steps across several nodes labeled from 1x to the forthcoming 1d.
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling the high-bandwidth memory (HBM) supply chain. Hanwha Semitech, a newer player, stands to benefit as SK Hynix explores alternative suppliers amid rising tensions.
Tuesday 6 May 2025
FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens
A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US dollars. Market observers warn the NT$ rally could persist, compounding concerns over ongoing US tariff risks. Industry insiders say many firms anticipated the strengthening currency and implemented early hedging, but holding the key US$1 = NT$28 line will be a major challenge.
Tuesday 6 May 2025
Former Samsung employee indicted in DRAM leak case aiding CXMT
South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed with an investment of KRW1.6 trillion (US$1.1 billion), to China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT). Samsung may have suffered revenue losses amounting to tens of trillions of Korean won due to this security breach.
Monday 5 May 2025
Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play
These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI chip roadmap, the semiconductor sector saw a week of pivotal shifts.
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference applications despite macroeconomic challenges. The company anticipates a strong recovery in the consumer market by the latter half of 2025, which is expected to sustain growth into the second quarter.
Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Saturday 3 May 2025
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman Miin Wu indicated that second-quarter results are exceeding initial forecasts, while maintaining cautious optimism about full-year profitability.
Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025, impacted by significant production cuts by customers.
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.
Friday 2 May 2025
Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device Solutions (DS) division—responsible for semiconductors—reported KRW25.1 trillion in revenue and KRW1.1 trillion in operating profit, down 17% and 62% from the previous quarter.
Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical tensions, according to semiconductor industry veteran Marco Mezger.
Thursday 1 May 2025
DRAM process development challenges: DRAM structure in process miniaturization
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry.
Thursday 1 May 2025
Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

Samsung Electronics' Device Solutions (DS) division has begun deploying Meta's latest generative AI model, Llama 4, marking a strategic pivot to strengthen its internal AI capabilities and sharpen its competitive edge in the global memory and semiconductor race.

Thursday 1 May 2025
China's DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China's market share to 40% within two years and disrupting global pricing and industry structure.
Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia's HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market.
Wednesday 30 April 2025
Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law
Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote the revitalization of South Korea's semiconductor industry. His comprehensive focus spans both memory and non-memory sectors, aiming to expand his political influence through a pragmatic rather than ideological approach.
Tuesday 29 April 2025
YMTC lands US$1.3B funding as financials reveal post-Unigroup fallout

YMTC, one of China's leading semiconductor firms, has secured a new funding round with a CNY1.6 billion (approx. US$220 million) capital injection from Quanhong Investment, a subsidiary of Hebei Yangyuan ZhiHui Beverage. Once the deal closes, Quanhong will hold a 0.99% stake in YMTC's parent company. Yicai reports the move aligns with Yangyuan's strategic push into equity investments.

Tuesday 29 April 2025
China launches 'human wave strategy' for R&D, poaching top-level South Korean scholars
Reports indicate that many outstanding South Korean research scholars have been moving to Chinese universities. These experts hold world-class authority in foundational fields of cutting-edge technologies such as semiconductors, batteries, and quantum computing—areas marked by intense global competition. It signals that, amid escalating US-China rivalry for advanced technology supremacy, China is actively recruiting top South Korean talent to accelerate its R&D efforts.