Subject


Semiconductors


2025-07-11

[News] SK hynix Reportedly Raises DDR4/ LPDDR4X Contract Prices by 20% as Q3 Demand Stays Strong

As memory makers move to phase out DDR4, with shipments expected to end in early 2026, contract prices continue to climb. According to China’s Wallstreetcn, SK hynix has raised contract prices for DDR4 and LPDDR4X memory by around 20%, marking a new round of price hikes. This trend echoes findi...

Huawei
2025-07-11

[News] Huawei Reportedly Looks to Sell Ascend 910B in UAE, Saudi Arabia, and Thailand

Huawei has reportedly approached potential buyers in the UAE, Saudi Arabia, and Thailand to sell its older-generation Ascend 910B processors, according to sources cited by Bloomberg. As the report notes, Huawei is said to be offering the 910B in quantities of a few thousand units, though the specifi...

2025-07-11

[News] Is the GaN Foundry Model Facing Trouble? China’s Innoscience Weighs In as TSMC Plans 2027 Exit

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts—signaling a notable shift within the GaN sector. What factors might be driving these diverging strategies? According to a report from STAR Market Daily, Board ...

2025-07-10

[News] TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sector

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

2025-07-10

[News] Intel’s Harsh Wake-Up Call: CEO Reportedly Says It’s No Longer a Top 10 Chipmaker

While rolling out a fresh wave of layoffs—reportedly cutting over 500 Oregon jobs by July 15 as part of broader plans to cut 15–20% of manufacturing roles—Intel CEO Lip-Bu Tan bluntly told employees he no longer sees Intel as a leading chipmaker, not even in the top 10, according to Oregon Liv...

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