Monthly Archives: October 2025

[News] Memory Makers Reportedly Halt Quotes on Select DRAM, NAND Products as China Faces “Daily Pricing”

With South Korean DRAM giants reportedly hiking prices by up to 30% recently, China’s memory market is feeling intense pressure. According to Commercial Times, citing Calian Press, some manufacturers have even halted quotations for certain DRAM and NAND flash products, …

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[News] China’s First Fully Automated 8-Inch MEMS Line Commences Production

Recently, China Electronics System Engineering No. 2 Construction Co., Ltd. (CESE2) announced the successful roll-out of the first batch of products from the 8-inch MEMS wafer production line project at the China Bengbu Sensor Valley. This marks China’s first fully …

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[Insights] China’s Chip Equipment Sector Lands ¥13B in Jan–Oct 2025: 7 Deals That Defined the Surge

From January to October, China’s semiconductor equipment industry has shifted from pursuing “single-point breakthroughs” to achieving “system-level integration.” Major industry alliances have fueled this transformation, with leading companies raising over 13 billion yuan through private placements, capital increases, and industrial …

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[News] Samsung Exynos 2600 May Cover Just 30% of Galaxy S26 Production Amid Reported Yield Issues

Samsung is pushing for an Exynos comeback, with reports indicating the Exynos 2600 has performed strongly in internal tests. However, low yields may still hinder the chip’s wider adoption. According to South Korean media outlet DealSite, citing sources, Samsung’s foundry …

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[News] NVIDIA’s Rival Axelera Unveils Europa AI Chip

On October 21, 2025, Axelera® AI (Eindhoven, the Netherlands) announced the launch of its latest AI Processing Unit (AIPU), Europa, marking a new milestone in performance and cost efficiency for multi-user generative AI and computer vision applications. Engineered to deliver …

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