SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid delays in ramping up Nvidia's next-generation Vera Rubin platform, according to ZDNet Korea
China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US, according to a Nikkei Asia analysis, as Washington moves to tighten export controls on advanced chipmaking tools
