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Feb 3
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors. China's leading NAND flash producer YMTC is reportedly being assigned a stabilisation role, prioritising support for key domestic industries to maintain supply chain continuity and avoid production disruptions and layoffs.
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive capacity expansion plans, seeking to close the gap with global giants Samsung, SK Hynix, and Micron.
In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise. Management characterized the 2025 fiscal year as two distinct halves: initial demand weakness, followed by an acceleration in the second half. The company indicated that its performance in the latter part of the year has allowed it to return to its long-term financial model, leading to an optimistic outlook for 2026.
Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded several financial targets, its share price decreased following the report, indicating that the results may not have met the heightened expectations currently set for companies in the artificial intelligence (AI) and semiconductor sectors.
SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize a new memory architecture known as Z-Angle Memory (ZAM).

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research center, according to Hankyung. The site, known as SR5, is regarded as the birthplace of the company's semiconductor business and the location where Samsung developed its 65-megabit DRAM in 1992.

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end flip chip ball grid array (FC-BGA) substrates for NVSwitch systems. According to South Korea's Seoul Economic Daily, the agreement marks the company's first engagement as a supplier of these specific components to Nvidia.

Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue to surge, and if these cannot be passed on to consumers, the entire supply chain's profitability will face significant pressure.
The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first quarter of 2026. The company expects DRAM price increases from the fourth quarter of 2025 to sustain through the second quarter of 2026, marking three consecutive quarters of growth and effectively doubling contract prices year-over-year. Furthermore, Winbond's new production capacity planned for 2027 has already been fully booked.
Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China Securities Regulatory Commission, according to regulatory disclosures.

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer interfaces (BCIs) and fourth-generation semiconductors among its priority future industries, signaling early preparation for a new materials era beyond third-generation semiconductors.