Subject


Semiconductors


2025-10-27

[Insights] China’s Chip Equipment Sector Lands ¥13B in Jan–Oct 2025: 7 Deals That Defined the Surge

From January to October, China’s semiconductor equipment industry has shifted from pursuing “single-point breakthroughs” to achieving “system-level integration.” Major industry alliances have fueled this transformation, with leading companies raising over 13 billion yuan through private pl...

2025-10-24

[News] Samsung Exynos 2600 May Cover Just 30% of Galaxy S26 Production Amid Reported Yield Issues

Samsung is pushing for an Exynos comeback, with reports indicating the Exynos 2600 has performed strongly in internal tests. However, low yields may still hinder the chip’s wider adoption. According to South Korean media outlet DealSite, citing sources, Samsung’s foundry has begun mass productio...

2025-10-24

[News] NVIDIA’s Rival Axelera Unveils Europa AI Chip

On October 21, 2025, Axelera® AI (Eindhoven, the Netherlands) announced the launch of its latest AI Processing Unit (AIPU), Europa, marking a new milestone in performance and cost efficiency for multi-user generative AI and computer vision applications. Engineered to deliver exceptional compute ...

2025-10-24

[News] China Reportedly Damaged DUV Machine in Reverse-Engineering, Called ASML for Help

As China pushes to localize chipmaking amid U.S. export controls, developing domestic lithography tools has become a top priority — with ASML’s EUV and DUV systems at the center of its ambitions. Recently, China has reportedly intensified efforts to study the Dutch giant’s DUV machines. Accord...

2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

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