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Recent Posts
- [News] China’s OSAT Giants Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund
- [News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch
- [News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038
- [News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads
- [News] MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market
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Monthly Archives: November 2025
[News] Memory Shortage Reportedly Triggers Order Caution from Smartphone Clients, Pressuring SMIC
China’s foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC’s latest …
Posted in Consumer Electronics, DRAM, IC Manufacturing, Package&Test, Semiconductors, Smartphones
Tagged SMIC
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[News] Samsung Reportedly Targets 7 Million Foldable Units in 2026 on Z Fold 7 Momentum
As South Korean media outlets Business Korea and the Chosun Daily report that Samsung plans to unveil the “Galaxy Z TriFold,” a smartphone that folds twice, on December 5, more details have surfaced about the tech giant’s renewed ambitions in …
[News] Applied Materials Flags a 2026 China Fab Spending Drop Amid Tougher U.S. Export Rules
Chip equipment maker Applied Materials reported its Q4 results this week, with China sales taking center stage as tightening export controls raise questions about the company’s outlook. According to Reuters, Applied Materials said it expects spending on chipmaking equipment in …
[News] Nexperia China Wafer Stock May Run Out by Mid-December; Carmakers Reportedly Seeking Workarounds
Global automakers are on alert as the Nexperia dispute escalates, raising fears that key chip supplies could run out if the impasse persists. According to Financial Times, citing industry sources, European carmakers and other industrial companies are still grappling with …