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Recent Posts
- [News] Kioxia Quarterly Profit Tumbles 62% YoY, But Signals Bottom with Record 3QFY25 Sales Forecast
- [News] HBM4E Seen Hitting 40% of 2027 Market; Samsung, SK hynix Reportedly Aim for 1H26 Completion
- [News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027
- [News] Synopsys Reportedly to Slash 10% of Workforce After $35 Billion Ansys Acquisition
- [News] NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026
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Yearly Archives: 2025
[News] Apple to Upgrade iPhone 17 Pro to 12GB DRAM, with Samsung Rumored to Capture 70% Share
Multiple sources have confirmed that Apple will, for the first time, equip part of its new iPhone 17 lineup with 12GB DRAM—opening the door to big gains for memory suppliers. South Korean outlet etnews reports that Samsung is poised to …
Posted in Consumer Electronics, DRAM, Semiconductors, Smartphones
Tagged Apple, iPhone 17, LPDDR5, Samsung
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[News] U.S. Lawmaker Set to Propose Bill Mandating Location Tracking of NVIDIA Chips to Curb Smuggling into China
U.S. Representative Bill Foster is preparing to introduce legislation in the coming weeks that would require verification of the final destination of AI chips, such as those made by NVIDIA, according to Reuters. The measure aims to address the widespread …
[News] Xiaomi Reportedly Forms 1,000-Strong Team for In-house Chip amid U.S. Scrutiny, with May Launch Ahead
While China’s tech behemoth Huawei is known for making strides for its Ascend AI chips to take on NVIDIA, another Chinese firm, Xiaomi, is rumored to have recruited Qin Muyun, a former Qualcomm senior director, and formed a 1000-employee team …
Posted in Consumer Electronics, IC Design, Semiconductors, Smartphones
Tagged Qualcomm, Xiaomi
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[Insights] Panel Prices in Early May: NB, MNT Prices Hold Firm Ahead of Tariff Calls
TrendForce discloses the latest panel prices for early May, with details as follows. TV As May begins, weakening demand for TV panels has become increasingly evident. Some brand customers have begun leveraging this opportunity to pressure panel makers for further price …
[News] New Taiwan Dollar Rises Rapidly, Pressuring TSMC and MediaTek Margins
According to a report from TechNews, the recent sharp appreciation of the New Taiwan dollar (NTD) has sparked market concerns over potential foreign exchange losses—especially for export-driven sectors like semiconductors, represented by companies such as TSMC. The report notes that …