Subject


Semiconductors


2025-12-11

[News] Micron’s Exit Reportedly Opens Door for Huawei to Target Korea’s Consumer SSD Market

South Korea’s PC SSD market is undergoing significant shifts as major manufacturers raise prices and Micron's recent announcement. According to South Korean outlet ZDNet, Micron—the world’s third-largest supplier—is preparing to exit the consumer SSD business, a move expected to create openi...

2025-12-11

[News] China’s GPU IPO Wave Intensifies: MetaX Surpasses Moore Threads in Retail Investor Interest

China’s AI chip IPO boom is accelerating, and MetaX is stepping into the spotlight. According to South China Morning Post, Shanghai-based MetaX Integrated Circuits has become the newest standout in China’s stock market, attracting even more retail investor interest than fellow chip maker Moore T...

2025-12-10

[Insights] Memory Spot Price Update: DDR4 Rally Builds on 16Gb Strength; DDR5, DDR3 See Mild Pullbacks

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

2025-12-10

[News] Trump Approves H200 China Sales; U.S. Routing Reportedly Triggers 25% Revenue-Split Dispute

Trump has approved H200 sales to China, but the arrangement has raised concerns. According to The Wall Street Journal, the chips permitted for export must undergo a special U.S. security review before shipment. As a result, the H200s—manufactured primarily in Taiwan—would first be sent to the U....

2025-12-10

[News] China Reportedly Adds Huawei, Cambricon AI Chips to Procurement List Ahead of H200 Approval

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

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