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    Samsung's 2nm foundry yield surpasses 40%, targets Nvidia and Qualcomm orders
    May 13, 18:38
    The polarized state of China's semiconductor equipment industry
    May 13, 18:38
    China SiC adoption expands from flagship to mainstream EVs
    May 13, 18:37
    Tariff pressures lead to Chinese panel makers production cuts
    May 13, 18:37
    Chinese IDMs gain market share as Infineon signals warning
    May 13, 18:37
    Chinese lithium battery makers persist in US market entry despite tariff tensions
    May 13, 18:36
    Home Tech Semiconductors Memory chips
    Tuesday 13 May 2025
    The US-China trade talks ease supply chain pressures
    In a rare sign of easing tensions, the US and China have reached a temporary détente on tariffs, agreeing to a 90-day truce that significantly reduces mutual trade penalties. Under the agreement, Washington will lower tariffs on Chinese imports to a maximum of 30%, while Beijing will scale back its duties on American goods to 10%.
    Monday 12 May 2025
    SoftBank enters AI memory race with IP-led strategy for next-gen data centers
    SoftBank Group revealed on May 8, 2025, that it is developing next-generation high-efficiency memory specifically designed for AI data centers. Rather than producing the chips in-house, the company will focus on an intellectual property (IP) licensing model.
    Monday 12 May 2025
    Transcend benefits from tariff-driven pull-ins, closely watching FX fluctuations
    Transcend reported first-quarter 2025 sequential revenue growth of 19.2%, boosted by industrial and AI demand. Operating profit increased 49.8%, while net income fell 15.9% due to lower non-operating income. The company expects rising memory prices and stable supply-demand to support profits despite currency and tariff risks.
    Thursday 8 May 2025
    AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

    AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth prospects across its three main product lines, despite a sequential revenue dip in the first quarter of 2025.

    Thursday 8 May 2025
    Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon

    A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential semiconductor technologies, including advanced image sensors and chip packaging techniques, amid an alleged attempt to defect to HiSilicon, a semiconductor subsidiary of Chinese tech giant Huawei.

    Thursday 8 May 2025
    SK Hynix to end DDR4 production by 2Q26, sparks supply crunch
    The two major South Korean DRAM manufacturers are each preparing to discontinue their older DDR4 production lines. Following Samsung Electronics' early April announcement of its end-of-life (EOL) plan, SK Hynix recently notified suppliers with an EOL letter regarding DDR4 chips. The company plans to phase out 8GB and 16GB DDR4 chips produced using the 1z nanometer process, officially entering the discontinuation stage by April 2026.
    Thursday 8 May 2025
    Phison shares surge as memory chip prices offset currency headwinds
    Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures that typically erode overseas earnings by 3% for every 1% appreciation.
    Thursday 8 May 2025
    Adata hits 13-month revenue high on price rebound, bullish on 2Q25 demand
    Adata Technology reported consolidated revenue of NT$3.917 billion (US$121.4 million) in April, up 4.65% from the previous month and 1.79% from a year earlier—its strongest monthly performance in 13 months—driven by rising spot and contract prices for DRAM and NAND flash memory.
    Thursday 8 May 2025
    Winbond forecasts recovery after 1Q25 loss on weak demand
    Memory chipmaker Winbond Electronics swung to a loss in the first quarter of 2025 following seasonal weakness, though Chief Executive Pei-Ming Chen said urgent orders have exceeded expectations for the second quarter, with flash memory sales set to climb.
    Tuesday 6 May 2025
    DRAM process development direction: 3D DRAM
    Since the 20nm node, advancements in DRAM process technology have decelerated, with development from 19 to 11nm occurring in small, 1 to 2nm steps across several nodes labeled from 1x to the forthcoming 1d.
    Tuesday 6 May 2025
    SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
    A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling the high-bandwidth memory (HBM) supply chain. Hanwha Semitech, a newer player, stands to benefit as SK Hynix explores alternative suppliers amid rising tensions.
    Tuesday 6 May 2025
    FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens
    A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US dollars. Market observers warn the NT$ rally could persist, compounding concerns over ongoing US tariff risks. Industry insiders say many firms anticipated the strengthening currency and implemented early hedging, but holding the key US$1 = NT$28 line will be a major challenge.
    Tuesday 6 May 2025
    Former Samsung employee indicted in DRAM leak case aiding CXMT
    South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed with an investment of KRW1.6 trillion (US$1.1 billion), to China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT). Samsung may have suffered revenue losses amounting to tens of trillions of Korean won due to this security breach.
    Monday 5 May 2025
    Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play
    These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI chip roadmap, the semiconductor sector saw a week of pivotal shifts.
    Monday 5 May 2025
    Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
    Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference applications despite macroeconomic challenges. The company anticipates a strong recovery in the consumer market by the latter half of 2025, which is expected to sustain growth into the second quarter.
    Saturday 3 May 2025
    PTI sees operational rebound as memory and AI markets recover in 2025
    Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
    Saturday 3 May 2025
    Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
    Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman Miin Wu indicated that second-quarter results are exceeding initial forecasts, while maintaining cautious optimism about full-year profitability.
    Friday 2 May 2025
    Powertech Technology sees revenue decline as expected in 1Q25
    Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025, impacted by significant production cuts by customers.
    Friday 2 May 2025
    Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
    The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.
    Friday 2 May 2025
    Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
    Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device Solutions (DS) division—responsible for semiconductors—reported KRW25.1 trillion in revenue and KRW1.1 trillion in operating profit, down 17% and 62% from the previous quarter.
    Friday 2 May 2025
    US$1 trillion AI rush: China's memory boom shakes global chip market
    China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical tensions, according to semiconductor industry veteran Marco Mezger.
    Thursday 1 May 2025
    DRAM process development challenges: DRAM structure in process miniaturization
    Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry.
    Thursday 1 May 2025
    Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

    Samsung Electronics' Device Solutions (DS) division has begun deploying Meta's latest generative AI model, Llama 4, marking a strategic pivot to strengthen its internal AI capabilities and sharpen its competitive edge in the global memory and semiconductor race.

    Thursday 1 May 2025
    China's DRAM surge could upend global memory prices and supply chains, warns Etron
    The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China's market share to 40% within two years and disrupting global pricing and industry structure.
    Wednesday 30 April 2025
    Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
    Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia's HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market.
    More Memory chips coverage
    Research Report Database
    BIZ FOCUS
    May 5, 17:05
    Femtum pioneers advanced laser solutions for semiconductor manufacturing, eyes expansion in Taiwan
    Monday 5 May 2025
    Clirio revolutionizes infrastructure management with augmented reality and 3D visualization
    Monday 5 May 2025
    Letenda pioneers innovation in electric bus manufacturing
    Monday 5 May 2025
    Pushing boundaries: Voice AI and LLMs meet edge computing
    MULTIMEDIA
    GeoWatch Weekly: NT Dollar Surge Explained
    INDUSTRY GUIDEBOOKS
    Will Taiwan, South Korea, Japan join semiconductor alliance with US?
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES