Subject


Semiconductors


2025-11-06

[News] Nexperia Refuses to Guarantee China Chip Quality Amid Misconduct, Payment Row

Tensions between Nexperia’s Netherlands headquarters and its China operations escalate. On November 5, Nexperia Netherlands issued an official statement addressing the ongoing dispute and reaffirming that ousted CEO Zhang Xuezheng has been suspended as a director and is no longer serving as CEO of...

2025-11-06

[News] Japan Ramps Up Photoresist Investment for 2nm Chips — Tokyo Ohka Kogyo, JSR Lead the Charge

As the global foundry race moves toward the 2nm era, Japan’s chip material makers are ramping up investment to secure their position at the heart of advanced manufacturing. According to Nikkei, major Japanese chip material companies have recently announced new investment plans, including Tokyo Ohk...

2025-11-06

[News] SoftBank Reportedly Explored Marvell Deal; Talks Fell Through but Interest Might Resurface

SoftBank is pressing ahead with its AI ambitions and may look to strengthen its hardware foothold. In a striking reveal, Bloomberg reports that founder Masayoshi Son has long eyed Marvell as a potential target and reportedly explored acquiring the US chipmaker earlier this year—a move that would h...

2025-11-06

[News] Qualcomm Expects to Supply 75% of Galaxy S26 amid Samsung’s Exynos Comeback Drive

Qualcomm’s latest quarterly results come amid growing scrutiny of its partnership with Samsung, as the Korean tech giant steps up efforts to reduce reliance on Qualcomm chips. According to Reuters, Qualcomm CEO Cristiano Amon said the company was prepared for a smaller share of Samsung’s next-ge...

2025-11-06

[News] China’s Memory Market Reportedly Sees Daily Price Hikes; 16GB DDR4 Module Soars 160% in October

As the memory supercycle shows no signs of slowing, pricing has moved from quarterly cycles to rapid, monthly—and even daily—adjustments. Yicai Global, citing traders in Shenzhen’s Huaqiangbei, China’s largest electronics hub, reports that the surge is so fast it’s like “a new price ever...

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