Subject


Semiconductors


2025-11-19

[News] Memory Crunch Hits Smartphones: Xiaomi Flags 2026 Price Hikes, Samsung Under Memory, AP Pressure

Xiaomi President Lu Weibing told analysts on November 18 that the company has secured full-year memory supply for 2026, but warned that shortages could push smartphone prices higher, with product costs reflecting the rise in components, according to ijiwei. Meanwhile, Maeil Business Newspaper report...

2025-11-19

[News] Nexperia Dispute Widens: Nissan Reportedly Cutting Output Further, Bosch Implements Furloughs

Disruptions at Nexperia continue to reverberate across the global auto industry, straining production lines and adding uncertainty to supply chains. According to Reuters, sources say Japan's Nissan will cut production by another 1,400 vehicles at its Kyushu plant next week. The move follows a 900-ve...

2025-11-19

[News] Ex-TSMC SVP Wei-Jen Lo Moves to Intel: Sub-2nm Data Leak Concerns and TSMC Strategy in Focus

Fresh off a 2nm data leak involving its engineers in August, TSMC is now facing an even bigger headache: rumors that former Senior VP Wei-Jen Lo—who reportedly joined Intel recently after retiring in July—had subordinates brief him and photocopy sensitive sub-2nm process materials before he left...

2025-11-19

[News] China’s Shaanxi 8-Inch Silicon Photonics Platform Officially Comes Online

On November 4, Yang Junhong, general manager of Shaanxi Institute for Optoelectronic Pioneer Technology Co., Ltd. (“Optoelectronic Pioneer Institute”), announced that the “8-Inch Advanced Silicon Photonics Integration Technology Innovation Platform” (“8-inch Silicon Photonics Platform”) ...

2025-11-19

[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output

The next-generation memory race is intensifying, and Samsung is stepping up its push to regain the lead in the DRAM market. According to ETNews, citing sources, the company aims to expand its 1c DRAM production capacity to 200,000 wafers per month by the end of 2026. In specific, the report adds ...

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