CONNECT WITH US
Tuesday 15 July 2025
China's PIM chip sidesteps HBM restrictions, advanced node barriers
China remains at a disadvantage in high-bandwidth memory (HBM) and other advanced chip technologies, with sanctions on cutting-edge process nodes further delaying domestic semiconductor progress. However, researchers are now turning to processing-in-memory (PIM) as a potential workaround—a path that could allow China to bypass traditional bottlenecks through architectural innovation.
Tuesday 15 July 2025
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly doubled since the second quarter of 2025. According to market estimates, DDR4 spot prices have nearly doubled over the past three months.
Monday 14 July 2025
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation for next-generation HBM4 and NAND flash memory exceeding 400 layers, SK Hynix is reportedly preparing to overhaul its wafer dicing technologies — a foundational step in semiconductor production that is becoming increasingly difficult due to thinning wafers.

Monday 14 July 2025
Kioxia, YMTC jump ahead with wafer-bonded NAND in volume production
Kioxia and YMTC are pioneering the use of wafer bonding technologies— CMOS directly Bonded to Array (CBA) and Xtacking, respectively — for next-generation NAND flash memory production. This strategic shift moves the industry beyond the traditional race to increase memory cell layer counts, focusing instead on architectural advances that improve performance, power efficiency, and scalability.
Monday 14 July 2025
Taiwan chip firm Macronix seeks tech edge as US-China rivalry intensifies
Memory chipmaker Macronix is betting on advanced technologies to escape a bruising price war as US-China tensions reshape the global semiconductor landscape.
Monday 14 July 2025
JEDEC's LPDDR6 sets new pace for mobile and AI memory with faster, leaner architecture
On July 9, 2025, the JEDEC Solid State Technology Association, the leading organization for microelectronics standards, introduced LPDDR6 (JESD209-6), its latest low-power DRAM specification. The new standard brings major advances in memory performance, power efficiency, and security, targeting mobile devices, edge AI, and high-performance computing. LPDDR6 marks a pivotal shift toward faster, leaner, and more secure DRAM technology.
Saturday 12 July 2025
Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs
Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.
Friday 11 July 2025
SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2
SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According to a newly released report by Counterpoint Research, SK Hynix posted US$15.5 billion in combined DRAM and NAND revenue in the second quarter of 2025, placing it in a virtual tie with Samsung for the top spot in the global memory market.
Thursday 10 July 2025
Samsung's chip division weighs on earnings with KRW1T write-down in 2Q25
Samsung Electronics saw its second-quarter 2025 operating profit plunge nearly 56% year-over-year, largely driven by underperformance in its semiconductor unit. The Device Solutions (DS) division, responsible for 50-60% of Samsung's overall revenue, is projected to record an inventory write-down of about KRW1 trillion (US$729 million). The downturn was compounded by prolonged weakness in the NAND flash market and ongoing losses in Samsung's foundry business.
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained that as NAND controller supply tightens, the company has been actively coordinating additional upstream capacity with supply chain partners to meet demand from NAND suppliers. The results of these efforts are already reflected in the company's performance for June and the second quarter of 2025, driving quarterly revenue to a new all-time high.
Tuesday 8 July 2025
Adata hits 15-year revenue high on soaring DDR4 demand
Adata Technology, one of Taiwan's top memory module makers, just posted its best monthly revenue in more than 15 years, thanks to surging demand for DDR4 memory chips. As major chipmakers phase out DDR4 production, spot market prices have jumped past contract levels, sparking a wave of urgent buying. That spike in both prices and orders helped Adata deliver what it's calling its strongest June on record.
Tuesday 8 July 2025
CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market
CXMT Corp., China's top domestic DRAM manufacturer, has initiated its IPO process, signaling a key step in the nation's pursuit of semiconductor independence. On July 7, 2025, China's securities regulator confirmed that the company had entered IPO counseling, with China International Capital Corporation (CICC) and China Securities Co. (CSC) serving as financial advisors.
Tuesday 8 July 2025
Samsung sees 56% profit plunge by Nvidia HBM chip delays in 2Q25
Samsung Electronics warned on July 5 that its second-quarter 2025 operating profit is likely to plunge 56% year-over-year, dragged down by continued difficulties in gaining Nvidia's certification for its latest high-bandwidth memory (HBM) chips, critical components in the booming AI infrastructure market.
Monday 7 July 2025
Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Samsung Electronics' Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company's major business units.

Sunday 6 July 2025
Yamaha Motor launches robotics division to tap semiconductor equipment demand
Yamaha Motor is accelerating its pivot into the semiconductor equipment space with the launch of Yamaha Robotics, a newly established division focused on robotic systems for electronics manufacturing. The company aims to position the business as its third major revenue pillar, alongside motorcycles and marine engines.
Friday 4 July 2025
AI surge drives Micron to broaden HBM output beyond Taiwan
Micron plans to start operations at its new factory in Singapore in 2026, aiming to expand its production capacity of high-bandwidth memory (HBM). The investment is part of the company's strategy to meet rising demand for advanced memory products driven by artificial intelligence (AI) applications.
Friday 4 July 2025
Intel's new AI accelerator may adopt HBM4? SK Hynix stresses no confirmed details
Intel recently held its AI Summit in South Korea, sharing the latest trends in artificial intelligence (AI) technology and innovative applications across various industries. The event also explored future AI development directions and cross-industry collaboration strategies. Among the highlights, cooperation between SK Hynix and Intel on high-bandwidth memory (HBM) for next-generation AI accelerators attracted significant attention.
Friday 4 July 2025
TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of Nvidia's next-generation AI server platform, the GB200, and the scheduled launch of the even more powerful GB300 in the fourth quarter. Combined with expanding shipments of ASICs, the surge in demand is expected to significantly ease pressure from tariffs, currency volatility, and rising manufacturing costs.

Thursday 3 July 2025
Samsung completes development of 1c DRAM, paving way for HBM4 rollout

Samsung Electronics has successfully developed its sixth-generation DRAM, known as 1c DRAM, built using a 10nm class process. The product has received internal Production Readiness Approval (PRA), signaling it has met key quality and performance benchmarks and is now in the final phase before mass production. The milestone brings Samsung one step closer to its goal of mass-producing HBM4, or fourth-generation high-bandwidth memory, in the second half of 2025.

Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial intelligence (AI) platforms.
Thursday 3 July 2025
Samsung to restart P5 fab construction after two years as AI semiconductor grows
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements in high-bandwidth memory (HBM) and next-generation DRAM technologies, alongside strong market growth expectations for AI semiconductors over the coming years, Samsung is preparing to launch a new round of equipment investment in South Korea.
Wednesday 2 July 2025
Towa expands South Korea presence as AI spurs demand for HBM packaging tools
Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely at the surging demand from generative AI and high-performance computing markets.
Wednesday 2 July 2025
Samsung pitches 12-stack HBM3E to Nvidia after AMD's AI accelerator win
Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia's Silicon Valley headquarters in late June 2025. It was Jun's second visit in under two months — following a May 2025 trip — according to semiconductor expert Jukan Choi (@Jukanlosreve on X). The trip reflects Samsung's growing confidence, bolstered by its recent success in supplying 12-stack HBM3E to AMD for its latest AI accelerators.
Wednesday 2 July 2025
Taiwan-India JV powers breakthrough as MiPhi launches India's first enterprise-grade SSDs
According to the Business Standard, BW Business World, and EE Herald, MiPhi Semiconductors, a joint venture between India's Micromax Informatics and Taiwan's Phison Technology, has announced the design and manufacture of enterprise-grade SSDs in India, making MiPhi the first indigenous brand to produce such high-performance data storage solutions in the country.
Wednesday 2 July 2025
DDR4 memory prices surge 80% amid supply cuts, but rally shows signs of cooling
The DDR4 memory market has experienced significant turbulence over the past month, as major manufacturers discontinue older production lines. This shift has triggered a surge in speculative purchasing, resulting in unprecedented price escalations. Spot prices for DDR4 8Gb (1Gx8) modules have risen by more than 80%, while DDR4 16Gb (2Gx8) chips are now trading at a premium exceeding 40% compared to similarly sized DDR5 units.