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Friday 14 November 2025

G-Shank sees strong AI-driven growth for stamping parts

G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...

Friday 14 November 2025

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...

Friday 14 November 2025

DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market

The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...

Friday 14 November 2025

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...

Friday 14 November 2025

ADATA sets new quarterly profit records amid strong memory market demand

ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...

Thursday 13 November 2025

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

Wednesday 12 November 2025

China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the...

Tuesday 11 November 2025

China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes

China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...

Monday 10 November 2025

China's memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

Following back-to-back price increases for DRAM and NAND, NOR flash has become the next segment to spike. Prices are up by at least 10%...

Monday 10 November 2025

Memory module makers expect supply shortage and price surge to extend into 2026

Rising memory prices and volumes are driving a strong finish for memory module manufacturers in 2025, with Taiwanese module leaders optimistic that the boom will continue through...

Friday 7 November 2025

SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results

Memory prices have sharply rebounded in the third quarter of 2025, supported by increases in both volume and unit prices, boosting financial results for leading memory module manufacturers...

Friday 7 November 2025

Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute

Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion...

Friday 7 November 2025

Memory price surge amid supply tightness pressures Chinese smartphone makers

The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure...

Friday 7 November 2025

Samsung Galaxy S26 prices may increase because of memory demand surge

Every year's new flagship phones bring questions regarding pricing. This year, Samsung's Galaxy S26 series is expected to see a price increase from its predecessor. As the memory...

Thursday 6 November 2025

SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb

SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...

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