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Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within...
Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Thursday 20 November 2025
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...
Thursday 20 November 2025
Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time
Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for...
Wednesday 19 November 2025
Global semiconductor IDM investment in ASEAN

Introduction

Wednesday 19 November 2025
GlobalFoundries sharpens silicon-photonics play with AMF in the bag
GlobalFoundries (GF) announced it will acquire Singapore-based silicon-photonics foundry Advanced Micro Foundry (AMF), a move that represents a critical step in its push to advance...
Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...
Wednesday 19 November 2025
Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Wednesday 19 November 2025
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Wednesday 19 November 2025
India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny
India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...
Wednesday 19 November 2025
China's chip play: A threat more dangerous than rare earths, says Chris Miller
China's rapid advance in legacy semiconductors presents a geopolitical risk that is "more dangerous than rare earths," warns Chip War author and economic historian Chris...
Wednesday 19 November 2025
ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...