Subject


Semiconductors


2025-10-29

[News] SK hynix Posts Record 3Q Profit: Three Highlights Spotlight HBM4, Soaring CAPEX, and 2026 Outlook

While Samsung is on track to post its best Q3 profit in three years on the back of AI-driven chip price gains, SK hynix also sent strong signals. On the 29th, the company reported a consolidated operating profit of KRW 11.38 trillion for 3Q25—up 62% YoY with a 47% margin—marking the first time i...

2025-10-29

[News] Shanghai’s IC Industry in High Gear, Up 11.3% in the First Three Quarters of 2025

On October 22, data released by the Shanghai Municipal Bureau of Statistics showed that the city’s gross domestic product (GDP) reached CNY 4.072 trillion in the first three quarters of 2025, representing a year-on-year growth of 5.5%. The combined output value of Shanghai’s three leading ind...

2025-10-29

[News] High-Capacity SSDs Reportedly Hit Year-Long Delays as Samsung, SK, and Kioxia Run Full Tilt

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

2025-10-28

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

2025-10-28

[News] Qualcomm Targets NVIDIA, AMD with LPDDR-Based AI Chips; Thermal Durability Looms as a Challenge

The battle for AI data center dominance is heating up. Qualcomm, long focused on mobile chips, has unveiled its next-generation AI inference processors — the AI200 and AI250 — taking direct aim at NVIDIA and AMD. Notably, according to Wccftech, Qualcomm has shifted away from using HBM in its new...

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