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Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum with the debut of DeepSeek. Due to ongoing US restrictions on semiconductor exports to China, Nvidia's AI chips have become unavailable. Although Nvidia's H20 chips were recently conditionally approved by the US government, Chinese authorities are fostering an environment that discourages the use of H20 within China.
Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net profit fell 34.7% from the previous quarter to NT$745 million (US$24.82 million), with currency losses of NT$1.345 billion accounting for about 7.5% of operating revenue. Revenue rose 29.3% sequentially and 12.6% year-over-year to NT$17.89 billion, while gross margin narrowed to 29.1%.
Monday 18 August 2025
Strong demand for advanced nodes drives Topco's 1H25 revenue growth
Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced processes continue to grow, while demand for the mature 28nm process gradually recovers.
Monday 18 August 2025
Commentary: Can Trump's stake-in steer Intel to recovery?
The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.
Monday 18 August 2025
Section 232 investigations loom over Taiwan's key industries
Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan and South Korea, and US President Donald Trump has even threatened to impose a 300% tariff on semiconductors. However, companies that already have factories or plan to build them in the US are exempted.
Monday 18 August 2025
Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin Memory Technologies (CXMT) is reviving delayed investment plans to mass-produce DDR5 DRAM and accelerate development of fourth-generation high-bandwidth memory (HBM3).
Monday 18 August 2025
Weekly news roundup: Apple's US$599 MacBook, China's HBM3 breakthrough, and TSMC 2nm leak update
Below are the top DIGITIMES Asia stories from August 11 to 17, 2025. Leading the headlines: Apple is preparing to launch a US$599 MacBook, with mass production of key components expected by the end of 2025. China's leading DRAM manufacturer has begun domestic production of HBM3 chips, with samples already sent to Huawei for final validation. Meanwhile, a reported leak of TSMC's 2nm technology involving employees from TSMC and Tokyo Electron (TEL) sparked espionage concerns but appears less severe after further investigation.
Monday 18 August 2025
SK Hynix labor dispute delays Nvidia HBM supply talks
A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening industry concerns over a protracted labor standoff.
Monday 18 August 2025
Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow
Samsung Electronics' global DRAM market share slipped to 32.7% in the first half of 2025, down 8.8% from 41.5% a year earlier, according to its August 14 semiannual earnings report, raising concerns over its grip on industry leadership.
Sunday 17 August 2025
Future Science Prize 2025 honors Macronix International president Chih-Yuan Lu for semiconductor memory innovation
The 2025 Future Science Prize winners were announced, with Chih-Yuan Lu, president of Macronix International, receiving the Mathematics and Computer Science Prize for his contributions to non-volatile semiconductor memory technology.
Saturday 16 August 2025
SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs

SK Hynix is stepping up its use of extreme ultraviolet (EUV) lithography in next-generation DRAM, increasing the number of EUV layers in its upcoming sixth-generation 10nm-class (1c) products to more than five. The plan was revealed at the Next Generation Lithography + Patterning Academic Conference in Suwon, South Korea.

Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's drive to secure advanced AI memory under ongoing US export curbs.
Friday 15 August 2025
Samsung plays the long game on DDR4 as rivals exit for DDR5
Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory in its lineup longer than anticipated. While leading DRAM makers are shifting to higher-performance DDR5, DDR4 continues to deliver reliable profits in specific markets, making it a potential hold for Samsung.
Friday 15 August 2025
ChipMOS rebounds after first loss, raises memory chip prices in 3Q25
Memory packaging and testing company ChipMOS faced a net loss of NT$533 million (US$17.8 million) after tax in the second quarter of 2025, impacted by rising overall costs and New Taiwan dollar appreciation. Chairman Shih-Jye Cheng stated that starting from the third quarter, ChipMOS will increase prices for memory-related packaging and testing services by 5-18%.
Friday 15 August 2025
Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes and delivery timelines. The potential agreement could see Samsung provide between 30,000 and 50,000 units.
Friday 15 August 2025
Taiwan gains competitive edge as China faces steep US tariffs
On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.
Thursday 14 August 2025
Taiwan's Fitipower eyes PMIC expansion as DDI market softens
Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength in its power management IC (PMIC) business despite mounting macroeconomic and geopolitical challenges.
Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little room for seasonal growth. The Taiwan-based power management IC supplier said it remains determined to deliver peak-season performance but noted that tariff uncertainty, particularly on US-bound goods, is clouding the supply chain outlook.
Thursday 14 August 2025
ADATA reports triple growth in 2Q25, profit doubles; optimistic outlook for 2H25
ADATA posted strong second-quarter 2025 results, driven by rising DDR4 prices and increased customer stocking. Operating profit nearly doubled from the previous quarter, with pre-tax net profit up over 70%, despite a strong New Taiwan dollar. Quarterly revenue hit NT$12.824 billion (US$427 million), the highest in over 15 years and up 29% from the first quarter. Gross and operating margins both improved by more than 5% to 18.98% and 9.58%, respectively.
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early 2026, according to new market forecasts.
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to China, which contain the South Korean companies' high-bandwidth memory (HBM) components.
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers beginning mass production of HBM3 chips using a homegrown 16nm G4 process. Industry sources say sample shipments to Huawei are already in progress, and the product is undergoing final verification.

Wednesday 13 August 2025
Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company says the tool could lower costs and reduce China's dependence on costly high-bandwidth memory (HBM) chips.

Wednesday 13 August 2025
Micron walks away from China's mobile NAND market, opening doors for rivals
Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC). The US chipmaker is riding a surge in high-bandwidth memory (HBM) demand from AI, but continues to face profitability challenges in mobile storage.
Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence. The company has begun major equipment investments to mass-produce sixth-generation 10-nanometer-class DRAM (1c DRAM) — the core component of its upcoming HBM4 chips.