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- [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: December 2025
[News] Intel Fab 52 Reportedly Rivals TSMC Arizona Phase 1 and 2 Combined Capacity on More Advanced 18A
From a purely U.S. manufacturing perspective, Intel’s position remains firmly unshaken, with its Arizona Fab 52 said to exceed TSMC’s Fab 21 in both capacity and process technology. According to Tom’s Hardware, Fab 52’s capacity is comparable to the combined output …
[News] Apple Reportedly Sources 60–70% of iPhone 17 LPDDR5X from Samsung, Eyeing iPhone 18 Volumes
With iPhone 17 breaking sales records, Apple CEO Tim Cook offered a rare glimpse into the company’s holiday-quarter outlook at the latest earnings call, stating that Apple expects to achieve a new all-time revenue record in December, as reported by …
Posted in Consumer Electronics, DRAM, Semiconductors, Smartphones
Tagged Apple, LPDDR5X, Samsung
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[News] Samsung, SK hynix Reportedly Plan ~20% HBM3E Price Hike for 2026 as NVIDIA H200, ASIC Demand Rises
AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics …
[News] SMIC Reportedly Raises Prices by 10%, Memory Products Lead the Way
Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some …
[News] Intel Reportedly Plans Major CPU Roadmap Shifts: From Hammer Lake to NVIDIA Collaboration
Intel is reportedly rethinking its CPU architecture, with leaks pointing to notable changes across upcoming processors. According to NotebookCheck, citing YouTube leaker RedGamingTech, Intel is planning an ambitious future CPU lineup that could involve major architectural shifts, including a possible …