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Friday 19 December 2025
Memory shortages reshape smartphone market as costs hit 35% of mid-range devices
Research institutions predict that global smartphone shipments could decline by 1–2% in 2026 due to memory shortages, with mid- and low-range devices expected to be most affected...
Friday 19 December 2025
Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity
Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary...
Friday 19 December 2025
Brands cut specs and raise prices as memory supply turns scarce
Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...
Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
Friday 19 December 2025
Onsemi and GlobalFoundries sign agreement to develop 650V GaN power devices
Onsemi has signed a collaboration agreement with GlobalFoundries to develop and manufacture next-generation gallium nitride (GaN) power devices, expanding its power semiconductor portfolio...
Friday 19 December 2025
USITC investigates AMD, Lenovo, and Supermicro over semiconductor patents
The US International Trade Commission has launched an investigation into alleged patent infringement by Advanced Micro Devices, Lenovo, and Supermicro, following a complaint from Adeia,...
Friday 19 December 2025
India's iVP Semi targets 30% of renewable energy chip market through guaranteed supply model
Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience of...
Friday 19 December 2025
India's semiconductor outbound investments surge, signaling strategic global ambitions
India's semiconductor sector has increasingly turned to cross-border acquisitions and investments, reflecting a broader push to accelerate technology capabilities and integrate into...
Friday 19 December 2025
SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks off
SK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase...
Friday 19 December 2025
South Korea's Uniqconn partners with TSMC to mass-produce 60GHz communication chip
A South Korean logic IC startup is moving closer to cable-free device design with the development of a 60GHz millimeter-wave communication chip designed to replace short-range wired...
Friday 19 December 2025
US loses ground in open-source AI as Chinese models gain traction
Several experts have raised concerns that while the US maintains leadership in advanced artificial intelligence (AI) models, it is lagging behind in open-source AI development. American...
Thursday 18 December 2025
Doosan Group named preferred partner in SK Siltron sale talks
South Korea's Doosan Group has been selected as the preferred negotiation partner for the acquisition of semiconductor wafer maker SK Siltron, valued at approximately KRW4 trillion...
Thursday 18 December 2025
AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025
Taiwan's printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan...
Thursday 18 December 2025
Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...