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Thursday 11 September 2025
Winbond sees nearly 90% DRAM price increase, aims for 4Q25 peak
Winbond Electronics has implemented significant price increases for its DDR4 DRAM products beginning in the third quarter of 2025, with contract prices for the fourth quarter finalized...
Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Thursday 11 September 2025
South Korean memory giants reportedly accelerate domestic production amid US export control threats
Recent reports indicate that Samsung Electronics is restarting construction on parts of its P4 and P5 fabs to accelerate advanced DRAM mass production. SK Hynix is also reportedly...
Wednesday 10 September 2025
AP Memory's new ApSRAM completes customer validation, aims for mass production in 2025
AP Memory has announced that its new generation PSRAM, known as ApSRAM (Attached-pSRAM), has completed customer platform validation and is slated for mass production by the end of...
Wednesday 10 September 2025
YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight
Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on...
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation...
Wednesday 10 September 2025
SEMICON Taiwan 2025: Memory giants compete in customized HBM race amid AI surge
The rising wave of artificial intelligence (AI) is driving the growing importance of high-bandwidth memory (HBM), which has become a core component of AI system architectures. The...
Tuesday 9 September 2025
HBM race intensifies: Micron’s yield confidence fuels supply chain bets
The high bandwidth memory (HBM) market has become one of the most competitive arenas in the semiconductor industry, with Micron Technology signaling its confidence in its position...
Tuesday 9 September 2025
Samsung to double GDDR7 output following Nvidia B40 order
Nvidia has reportedly placed an order with Samsung Electronics for GDDR7 graphics memory, with the supply volume doubling compared to previous orders. Samsung's GDDR7 was previously...
Monday 8 September 2025
US weighs annual China chip supply approvals for Samsung, SK Hynix
The US is proposing annual approvals for exports of chipmaking supplies to Samsung Electronics and SK Hynix's factories in China, a compromise aimed at preventing disruptions to the...
Monday 8 September 2025
Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans
Samsung Electronics is reportedly accelerating the construction of its fifth plant (P5) in Pyeongtaek, South Korea.
Monday 8 September 2025
Semicon Taiwan 2025 sets new records, focusing on AI, advanced packaging, and memory
SEMICON Taiwan 2025 will take place from September 10 to 12, 2025, at the Taipei Nangang Exhibition Center, bringing together over 1,200 global semiconductor and technology companies...
Monday 8 September 2025
Rebellions become billion-dollar battleground for Samsung, SK Hynix
Rebellions, a rising South Korean AI chipmaker, has become a focal point in the rivalry between Samsung Electronics and SK Hynix as the two giants compete for leadership in next-generation...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...