Subject


Semiconductors


2025-10-13

[News] ADATA Reportedly Refutes DDR4 Comeback Rumors as Memory Shortage Fuels Two-Year Boom

Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resu...

2025-10-13

[News] Samsung Reportedly Eyes 10T Won Q3 Profit on Soaring DRAM, Profit Doubling from Q2

With Samsung set to report its third-quarter earnings on October 14, industry sources expect the company is poised to post its strongest Q3 profit since 2022, potentially crossing the 10 trillion won ($7.11 billion) mark, according to Reuters and Business Korea. Reuters attributes Samsung’s str...

2025-10-13

[News] China’s Toughest Rare-Earth Rules Hit Global Chip Supply: TSMC, ASML, Samsung on Alert

Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...

2025-10-13

[News] China’s 1H25 Chip Equipment Imports From Japan Dip 2.9% — Its Largest Source of Semiconductor Tools

According to ijiwei, Japan is China’s largest source of semiconductor equipment imports amid chip export curbs. Citing data from the General Administration of Customs, the report notes that in 2024, China imported a total of USD 47.066 billion in semiconductor equipment, with USD 14.3 billion comi...

2025-10-13

[News] Intel’s Executive Shake-Up Under Lip-Bu Tan: New Hires, Key Exits, and a Strategic Reset

Since Lip-Bu Tan took over as CEO, Intel has seen significant changes across its executive ranks, including several key hires and departures. According to CRN, the company’s leadership now features a mix of seasoned veterans and new faces, and the following outlines some major executive moves unde...

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