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Wednesday 5 November 2025

Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand

Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked an 18.66% increase from the previous month and a 262.37% jump compared to October 2024, driven primarily by a surge in demand for DDR4 memory products.

Wednesday 5 November 2025

SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion

SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition.

Wednesday 5 November 2025

AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in

Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving the rally, pushing costs quickly down the supply chain. Smartphone and PC makers are already under mounting cost pressure, a trend likely to extend into 2026.

Tuesday 4 November 2025

Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand

Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products like DDR5 continue to rise, prompting industry expectations of a profit structure reversal.

Tuesday 4 November 2025

CXMT launches LPDDR5X to target mid-high-end mobile market

CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting from the memory market boom; whether CXMT will capture a share of the market growth will depend on its capacity expansion and yield progress.

Monday 3 November 2025

Nvidia's Huang hosts South Korean 'trillion-dollar feast' to boost AI strategy

Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an "AI bubble," Nvidia CEO Jensen Huang has launched an intensive "diplomatic de-escalation" tour to defuse tensions. He recently made consecutive appearances at Nvidia's GTC conference in Washington, DC, and the Asia-Pacific Economic Cooperation (APEC) Leaders' Meeting in Gyeongju, South Korea, demonstrating his flexible execution of the "Huang-style" strategy.

Monday 3 November 2025

Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply

Silicon Motion Technology's president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial intelligence (AI) growth. Speaking at a charity event co-hosted with the Chung Yi Social Welfare Foundation, Kou said this shortage surpasses even the semiconductor scarcity seen during the pandemic and is expected to continue through the end of 2026.

Monday 3 November 2025

Nvidia expands partnership with Samsung and SK Hynix in AI memory technology development

Nvidia CEO Jensen Huang has confirmed continued collaboration with South Korean memory giants Samsung Electronics and SK Hynix, highlighting their crucial role in the next wave of artificial intelligence (AI) semiconductor technology. Industry observers view Samsung's official entry into Nvidia's AI semiconductor supply chain as a landmark moment for South Korea's semiconductor sector.

Monday 3 November 2025

Taiwan manufacturing set to gain as traditional and electronics sectors strengthen

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

Monday 3 November 2025

Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple

Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal that Samsung Electronics led the move by halting DDR5 DRAM contract pricing in October, prompting other manufacturers to follow suit. This disruption is expected to delay contract price announcements until mid-November, exacerbating supply constraints. Meanwhile, DRAM spot prices have surged sharply, with DDR5 prices more than doubling since late last month, driving procurement costs to soar.

Monday 3 November 2025

Weekly news roundup: Samsung launches aggressive price-cut strategy to catch up in HBM; Intel shifts assembly and testing to Vietnam

Below are the top DIGITIMES Asia stories from October 27 to November 2, 2025.

Saturday 1 November 2025

Jensen Huang's Seoul dinner with Samsung, Hyundai chiefs sparks 'AI Korea' speculation

Nvidia CEO Jensen Huang met with Samsung chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun for a 70-minute dinner at Kkanbu Chicken in Seoul's Gangnam district on October 30, 2025. After the meal, the trio appeared together at the GeForce Gamer Festival, celebrating the 25th anniversary of GeForce's debut in South Korea and demonstrating their close rapport.

Friday 31 October 2025

Why SK Hynix skipped the fried chicken and beer summit

When Nvidia CEO Jensen Huang arrived in South Korea, global attention turned to a viral "chimaek" (fried chicken and beer) dinner on October 30 featuring Samsung Chairman Lee Jae-yong and Hyundai Executive Chair Chung Eui-sun. Yet, the spotlight shifted the following day to SK Group—and particularly its memory arm, SK Hynix, which co-headlined a landmark AI infrastructure deal that analysts have called a strategic win.

Friday 31 October 2025

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's high-performance memory development. The company said its latest LPDDR5X modules reach speeds of 10,667Mbps, matching SK Hynix's premium chips launched in October 2024. This achievement marks China's first successful mass production at this performance tier and signals its growing self-reliance in advanced semiconductor memory manufacturing.

Friday 31 October 2025

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive quarter as the world's leading DRAM supplier.

Thursday 30 October 2025

Trump concludes Asia tour with rare earth and tech deals

US President Donald Trump has ended his six-day trip to Asia.

Thursday 30 October 2025

MXIC chair vows comeback after ninth straight quarterly loss

Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly expressed disappointment over the results and apologized to investors, announcing he will return to frontline management starting November 2025 to lead R&D and align products with market demand, aiming for a turnaround within a year.

Thursday 30 October 2025

Samsung 3Q25 marks the reset of the global memory hierarchy

Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company's strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology.

Thursday 30 October 2025

Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute

Korean media have confirmed that Hanwha Semitech, previously sued by Hanmi Semiconductor for patent infringement, has now filed a counter-lawsuit against Hanmi, accusing Hanmi's HBM TC Bonder core technology of infringing its patents.

Thursday 30 October 2025

Samsung 3Q25 profit surges on AI chip demand, beats estimates

Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own forecast and market estimates. Revenue climbed 15.4% from the second quarter's KRW74.6 trillion and roughly 8.9% year-over-year, while operating profit surged 160% quarter-over-quarter and about 33% from a year earlier.

Thursday 30 October 2025

Jensen Huang kills three birds with one stone at GTC DC

Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.

Wednesday 29 October 2025

South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy

Leading South Korean conglomerate heads are set to engage in intensive "corporate diplomacy" during the 2025 Asia-Pacific Economic Cooperation (APEC) summit, meeting with global leaders and entrepreneurs to expand international cooperation and investment opportunities.

Wednesday 29 October 2025

SK Hynix unveils new NAND line featuring HBF for AI

SK Hynix has launched a new NAND flash product family called "AIN Family," targeting the artificial intelligence (AI) market with a focus on overcoming storage bottlenecks in AI inference and large language models (LLMs). The highlight is the "AIN B" product, which adopts high-bandwidth flash (HBF) technology to boost performance.

Wednesday 29 October 2025

Apple and Tesla orders fuel Samsung's recovery

Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026's iPhone 18 series.

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 advanced packaging operations have made solid progress, with plans to invest US$1 billion in FOPLP capacity by 2026 to reach 6,000-7,000 wafers per month.

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