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Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting at an even higher contract value.
Thursday 31 July 2025
SK Hynix labor dispute heats up after bonus talks collapse
Tensions are rising at South Korean chipmaker SK Hynix after wage negotiations between the company and its labor union collapsed, setting the stage for possible large-scale protests. At the heart of the dispute lies a disagreement over performance-based bonuses, which the union deems insufficient given the company's record-breaking earnings in 2024.
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second quarter of 2025, reporting revenue of KRW74.6 trillion (US$53.5 billion) and an operating profit of KRW4.7 trillion, consistent with preliminary figures. Compared to the same period in 2024, revenue remained roughly flat, but operating profit was halved, with Samsung attributing the decline primarily to weak performance in its semiconductor business.

Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further gains in the third quarter of 2025, with HBM3E sales surging and DRAM and NAND prices set to climb across key product segments.
Thursday 31 July 2025
Hanmi reportedly planning US$71 million hybrid bonding investment amid HBM surge
South Korea's Hanmi Semiconductor is reportedly planning to invest KRW100 billion (US$71.4 million) in hybrid bonding technology, with commercial equipment targeted for release by the end of 2027.
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors emerge as a significant new bargaining tactic in the South Korea-US tariff discussions, Lee may be considering an additional investment in an advanced packaging production line in Taylor, Texas. However, in response to this speculation, Samsung representatives stated they are still reviewing various US investment options and have yet to reach any concrete decisions.
Thursday 31 July 2025
SK Hynix secures top spot as competition heats up in DRAM market
SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker, ChangXin Memory Technologies (CXMT), is catching up at a rapid pace, potentially challenging the iconic Big Three dominance of Samsung, SK Hynix, and Micron.
Wednesday 30 July 2025
Samsung accelerates Pyeongtaek P4 to boost 1c DRAM mass production
Samsung Electronics is accelerating the resumption of construction at the fourth phase (PH4) of its Pyeongtaek Campus Line 4 (P4) in South Korea, where construction was halted last year. The urgency stems from Samsung's need to mass-produce its 10nm-class sixth-generation DRAM (1c DRAM). Samsung plans to begin preliminary work in August 2025 to ensure the smooth commencement of official construction in November.
Wednesday 30 July 2025
PTI overcomes awkward phase with FOPLP, expects major growth from 2026
Memory packaging and testing company Powertech Technology Inc. (PTI) has heavily invested in fan-out panel-level packaging (FOPLP) in recent years. Chairman DK Tsai stated that the new FOPLP products have gained significant recognition from clients, allowing PTI to move past an awkward period. The company plans to resume substantial capital expenditures, anticipating monthly revenue contributions of US$10 million starting in the second half of 2026. By 2028, this segment could account for up to 20% of total revenue.
Wednesday 30 July 2025
SK Hynix rewards generous bonuses, silence from Samsung
Thanks to AI in generating robust revenues, SK Hynix has announced it would issue performance bonuses equivalent to 1.5 months' salary, but many employees are still pushing for more. Meanwhile, Samsung Electronics has remained silent, with numerous employees in its semiconductor division reportedly receiving almost no bonus.
Tuesday 29 July 2025
LG makes semiconductor comeback with HBM Bet

More than two decades after being pushed out of the chip industry, LG Electronics is making a surprise return—this time with its sights set on one of the most advanced tools in high-performance memory: hybrid bonding equipment for high-bandwidth memory, or HBM. Often referred to as a "dream tool" in the industry, the move signals LG's renewed ambition to reclaim a spot in a field it once helped shape.

Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than expected, downstream memory module manufacturers revealed that Nanya's DDR4 production capacity will significantly increase in the second half of the year. However, its capacity for the next two quarters is already fully allocated. Meanwhile, Winbond plans to launch an 8Gb DDR4 product in October, with a planned output of only about 2,000-5,000 wafers. Industry insiders are optimistic that Nanya will maintain control over DDR4 8Gb market pricing and influence.
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also began shipping samples of the new chip on July 25 from its Yokkaichi facility in Mie Prefecture.
Monday 28 July 2025
Apacer profits from DDR4 shortage as memory shift creates supply gaps
Taiwan's Apacer Technology reported 44% revenue growth in the second quarter as DDR4 memory shortages drove demand for the older standard, highlighting how the industry's transition to newer technology is creating profitable opportunities for specialized suppliers.
Monday 28 July 2025
Weekly News Roundup: MediaTek wins Meta's ASIC orders, Asus revives Xbox hardware, and YMTC plans China-made NAND Line
Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with ROG handheld launch; and YMTC plans to pilot a fully China-made NAND line in 2025.
Sunday 27 July 2025
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially took the chairman title only three years ago, he joined Samsung's General Affairs department in 1991 at age 23, meaning he's spent more than 30 years with Samsung.
Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational results for 2025. Meanwhile, Samsung Electronics' HBM3E is still striving to secure Nvidia certification.
Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions.
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown for six consecutive months, and the first-half revenue reached a record high. With the third quarter revenue and gross margin maintaining positive growth, the second half of 2025 has a chance to outperform the first half, and full-year 2025 could break a new high.
Thursday 24 July 2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling a more cautious rollout amid ongoing DRAM redesign efforts.

Thursday 24 July 2025
Samsung unveils 9nm DRAM strategy
Samsung Electronics is reportedly planning to introduce a vertical 4F Square structure for its in-development 9nm DRAM products, while continuing development of the existing 6F Square structured 9nm DRAM. Industry insiders said Samsung aims to widen the gap with competitors through this multi-pronged approach.
Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user (VEU) status and highlighting strategic plans to meet demand while navigating evolving regulations.
Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like AI agents. He also outlined the company's technological advances in next-generation DRAM, including the upcoming 1C Nano process and innovative 3D and vertical gate memory architectures.
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company plans to boost capex to meet growing demand for HBM and AI memory products.
Thursday 24 July 2025
Samsung plans HBM4 comeback with advanced chip technology
Samsung Electronics is preparing a strategic challenge to SK Hynix's dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the HBM4 supply landscape.