Subject


Semiconductors


2025-08-14

[News] Micron Reportedly Cuts Over 300 Jobs in China Amid Mobile NAND Retreat

As Chinese local media revealed Micron begun layoffs in its China operations as of August 11, a latest report from South China Morning Post discloses that the move is expected to affect hundreds of employees, as part of its global pullback from the underperforming mobile NAND market. The layoffs ...

2025-08-13

[News] HBM Battle Heats Up: Micron Reportedly Hints 2026 Sell-Out, SK hynix Yet to Confirm

While Micron boosted its Q4 FY2025 revenue forecast to $11.2 billion on August 12, ZDNet and New Daily report that the company has unexpectedly become the first of the big three memory giants to hint at a full sell-out of its 2026 HBM supply. In contrast, HBM leader SK hynix has yet to make a simila...

2025-08-13

[News] China Reportedly Questions Tencent, ByteDance on Buying NVIDIA H20 Instead of Domestic Chips

According to Reuters, sources say the Cyberspace Administration of China has summoned domestic companies—including Tencent, ByteDance, Baidu, and several smaller tech firms—over their purchases of Nvidia’s H20 chips, asking them to justify the purchases and expressing concerns about potential ...

2025-08-13

[Insights] Memory Spot Price Update: DDR4 Price Surge Slows Amid Samsung EOL Delay Rumors

According to TrendForce's latest memory spot price trend report, regarding DRAM, rumors about a delay in Samsung’s DDR4 EOL plan have been circulating. While TrendForce finds these claims inaccurate, they have nonetheless dampened the upward price momentum. Meanwhile, NAND flash demand remains cau...

2025-08-13

[News] Huawei Unveils UCM Algorithm to Cut HBM Reliance, Reportedly Goes Open-Source in September

While local media spotlight Huawei's push to cut China's HBM dependency for AI inference, the tech giant made waves on August 12th with the launch of UCM (Unified Computing Memory)—an AI inference breakthrough that slashes latency and costs while turbocharing efficiency, according to mydrivers and...

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