Subject


Semiconductors


2025-12-23

[News] Top PC Maker, Likely HP or Lenovo, Reportedly Locks in Memory Supply following Supplier Visits

As memory prices surge, PC makers are moving to pass costs onto consumers while scrambling to secure chip supply ahead of potentially larger price swings in the market by mid-2026. Yicai Global reports that a top-tier PC company recently made intensive visits to major memory suppliers—including Sa...

2025-12-23

[News] ByteDance Reportedly to Boost 2026 AI Spend to $23B, Plans Preliminary 20K H200 Chips Order

Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing to boost its AI spending in 2026, w...

2025-12-23

[News] Memory Price Surge Reportedly to Push Samsung, SK hynix Gross Margins Above TSMC in 4Q25

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...

2025-12-23

[News] Samsung Set to Benefit from TSMC’s ‘N-2’ Rule as AMD, Google Eye U.S. 2nm Production

As TSMC ramps up its U.S. and Japan expansions, all eyes are on the so-called “N-2” rule, which, according to the Central News Agency, could prevent the foundry giant from producing its most advanced nodes overseas. South Korean media outlet ebn reports that Samsung is set to capitalize on this ...

2025-12-22

[News] Xiaomi 17 Ultra Price Hike Reportedly Confirmed: Memory Crunch Forces Notable Increase

With the Christmas holidays around the corner, Xiaomi has confirmed the Xiaomi 17 Ultra will launch on December 25, Cailian Press reports. But according to Jiemian News, soaring memory prices mean the flagship will come with a notable price increase, with company president Lu Weibing emphasizing it ...

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