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Tuesday 16 December 2025
Apple braces for DRAM cost surge as Korean suppliers reprice contracts
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...
Tuesday 16 December 2025
Smartphone industry faces cost challenges in 2026 amid memory shortages and rising prices
The smartphone industry is facing considerable cost challenges in 2026 amid ongoing memory supply shortages and rising prices. This situation is expected to lead to a 1.6% decrease...
Tuesday 16 December 2025
Notebook market may see second consecutive year of seasonal demand distortion in 2026
The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...
Monday 15 December 2025
SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash

SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations...

Monday 15 December 2025
SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples
Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass...
Monday 15 December 2025
HDD prices see largest increase in eight quarters, with surging demand in China and US markets
The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices...
Monday 15 December 2025
TSMC, Broadcom AI outlook signals strong growth for Samsung, SK Hynix in 2026
Analysts believe that the performance outlook for 2026 from Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom offers a glimpse into the expected performance of South...
Monday 15 December 2025
Weekly news roundup: TSMC pauses Japan fab plans, Tesla Powerwall demand rises in Taiwan, Huawei flags AI oversupply risks
These are the most-read DIGITIMES Asia stories in the week of December 8 to December 14, 2025.
Monday 15 December 2025
NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads...

Monday 15 December 2025
Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026
Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...
Monday 15 December 2025
SK Hynix reportedly eyes specialty DRAM manufacturing to fend off China memory surge
SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition...
Friday 12 December 2025
Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

Friday 12 December 2025
Phison sets 3 supply strategies amid NAND shortage and wafer price surge
Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...
Friday 12 December 2025
Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26
Japanese semiconductor test equipment manufacturer Advantest has announced the launch of a next-generation memory handler, designed specifically for high-performance memory components...
Friday 12 December 2025
Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC)...