Subject


Semiconductors


2025-11-12

[Insights] Memory Spot Price Update: DRAM Chip Spot Prices Surpass Modules, Signaling Imminent Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

2025-11-12

[News] ASML Unveils New Hwaseong Campus, Deepening Ties with Samsung and SK hynix

ASML, the Dutch semiconductor equipment maker that produces machines essential for advanced chip manufacturing, has unveiled a new campus in South Korea. According to ZDNet, ASML held an opening ceremony for its new “Hwaseong Campus” in Gyeonggi Province on the 12th. The report adds that ASML in...

2025-11-12

[News] AMD’s AI Chips Power Data Center Revenue: $100B Expected in 5 Years with 60% CAGR

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...

2025-11-12

[News] South Korean Industrial Power Rates Reportedly Soar 75% 2021-25, Squeezing Chip and Display Sectors

South Korea’s tech industry, a global leader in semiconductors and displays, is under growing pressure as electricity costs soar. According to FnNews, citing a report released on the 11th by the Korea Chamber of Commerce and Industry’s (KCCI) Sustainable Growth Initiative (SGI), industrial power...

2025-11-12

[News] TSMC, Samsung Reportedly Cut 8-Inch Wafer Output, Boosting Korea’s DB HiTek

Samsung and TSMC are reportedly scaling back their 200mm (8-inch) foundry operations in response to shifting industry dynamics. According to South Korean outlet Hankyung, the two chipmakers have recently begun focusing more on advanced manufacturing using 300mm (12-inch) wafers to produce high value...

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