According to Economic Daily News, the DRAM market is expected to rebound in the first half of 2025, as noted by Pei-Ing Lee, President of DRAM manufacturer Nanya Technology. Lee stated on the 26th that demand is gradually recovering in key application markets, including AI PCs, AI smartphones, and c...

According to a report from ijiwei, citing Nikkei, China is rapidly expanding its production capacity in the mature semiconductor and niche substrate sectors, pushing prices to unprecedented lows and exerting significant pressure on the global chip industry. The report, quoting a sales director at...

The AI frenzy is not over yet, as U.S. chip giant NVIDIA beats Q4 estimates and gives a strong outlook for the current quarter. The company forecasts Q1 sales to hit $43 billion, up 65% YoY. As highlighted by Reuters, this signals strong AI demand from Microsoft, Amazon, and other tech giants, easin...

After Donald Trump took office, in response to his call for companies to invest in the U.S., many major tech companies made investment commitments. According to a report from ijiwei, citing Bloomberg, on February 24, Apple became the latest company to pledge a massive investment in the U.S. The comp...

While HBM4 has become the next battleground for memory giants, SK hynix has hit a key milestone, as it has reportedly achieved a 70% yield in 12-layer HBM4 testing ahead of mass production, according to South Korean media outlet etnews. Citing an insider familiar with the situation, the report in...