Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

While Beijing has yet to approve exports of certain rare-earth magnets used in U.S. fighter jets and missile systems, it is tightening control over the industry at a deeper level. According to the Wall Street Journal, China is now requiring firms to register technical staff and collect their passpor...

According to a report from South Korean outlet Business Post, Samsung Electronics appears close to securing Qualcomm as the first major customer for its next-generation 2nm foundry process. This development could mark a significant step toward reviving Samsung’s struggling contract chip manufactur...

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

With key rivals TSMC and Intel aiming for 2nm and 18A mass production in the second half of 2025, Samsung is reportedly adjusting its business strategy as well. According to ZDNet, it is now focusing on yield improvements and optimization for its current advanced nodes, particularly 2nm and 4nm. ...