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Thursday 6 November 2025

SK Hynix raises HBM4 prices, secures Nvidia supply and market dominance

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 sources say this successful pricing negotiation with Nvidia will further solidify SK Hynix's dominant position in the HBM market and drive revenue growth.

Thursday 6 November 2025

Winbond's DRAM bit supply to double as structural shortage extends through 2027

Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the third quarter of 2025. General manager Pei-Ming Chen stated that some customers are even seeking DDR4 long-term contracts of up to six years, and this structural shift is expected to last through 2027.

Thursday 6 November 2025

Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge

Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing HBM4 chips from SK Hynix, Samsung Electronics, and Micron by mid-November 2025, a decision that will determine who secures orders for Nvidia's next-generation AI accelerator, Rubin, scheduled for launch in the second half of 2026.

Thursday 6 November 2025

Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins

Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability reduced its gross margin by around 1% in the third quarter of 2025. During its third-quarter earnings call, Advantech disclosed that ongoing shortages of DDR4 DRAM chips have significantly impacted the entire supply chain for industrial PCs.

Thursday 6 November 2025

From Seoul to Munich: Nvidia's AI sovereignty goes global

In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies.

Thursday 6 November 2025

Memory supercycle drives Samsung, SK Hynix to new market cap heights

Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization has already exceeded KRW500 trillion. Together, the two conglomerates now have a combined market cap of over KRW1.5 quadrillion.

Wednesday 5 November 2025

Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix

Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until 2027.

Wednesday 5 November 2025

SK Hynix redefines AI memory architecture with 2031 'full stack' vision

At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a "Full Stack AI Memory Creator." The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications.

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.

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