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Wednesday 29 October 2025
WPG launches smart warehousing to strengthen semiconductor supply chain services
In response to the surge in AI- and HPC-driven market demand, WPG Holdings' board of directors has approved an adjustment to its investment structure to further advance its semiconductor...
Wednesday 29 October 2025
Apple's foldable shadow looms over the market Samsung built
The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...
Wednesday 29 October 2025
Powertech secures full FOPLP bookings ahead of US$1B expansion
Powertech Technology Inc. (PTI), a leading memory packaging and testing provider, is fast-tracking its move into fan-out panel-level packaging (FOPLP). Chairman DK Tsai said the company's...
Wednesday 29 October 2025
Hanmi eyes AI chip packaging amid HBM market challenges
Hanmi is expanding beyond its leading position in high-bandwidth memory (HBM) bonding equipment to enter the system semiconductor equipment sector, driven by growing demand and technological...
Wednesday 29 October 2025
High smartphone panel utilization drives mixed price trends
As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...
Wednesday 29 October 2025
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...
Wednesday 29 October 2025
SK Hynix's AI hot streak: record earnings, HBM4 next
SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...
Wednesday 29 October 2025
SK hynix Announces 3Q25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

Tuesday 28 October 2025
Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26
Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC),...
Tuesday 28 October 2025
Cadence reports strong 3Q25 results as AI and HPC demand fuel growth
US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts'...
Tuesday 28 October 2025
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...
Tuesday 28 October 2025
Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
Tuesday 28 October 2025
Winbond boosts memory production capex over fivefold amid tight supply
Taiwan-based memory manufacturer Winbond Electronics Corp. has approved a capex budget of NT$35.509 billion (US$1.16 billion) to restructure its memory production capacity in response...
Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...