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Monday 22 September 2025
Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
Monday 22 September 2025
Nvidia's US$5B stake in Intel: strategic bet or peace offering?
Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...
Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Monday 22 September 2025
Samsung clears Nvidia’s 12-layer HBM3E test as shares hit year’s high
Samsung Electronics has reportedly passed Nvidia's quality testing for 12-layer fifth-generation high bandwidth memory (HBM3E) and is set to begin shipments, according to multiple...
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
Saturday 20 September 2025
Samsung China chief: China's tech rise demands global attention
China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary...
Friday 19 September 2025
Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
Friday 19 September 2025
SK Hynix's KRW100 million bonus lures Samsung talent
As SK Hynix kicks off its second-half 2025 recruitment drive with a generous bonus package, the move has generated significant buzz among Samsung Electronics employees, especially...
Friday 19 September 2025
Samsung gains edge as Micron falters on Nvidia's HBM4 demands
As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...
Friday 19 September 2025
Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence
Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...
Friday 19 September 2025
Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory...

Thursday 18 September 2025
Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...
Thursday 18 September 2025
SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven...
Thursday 18 September 2025
Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4
Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment...
Wednesday 17 September 2025
SK Hynix leads South Korean companies in operating profit and tax payments in 1H25
In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth...