Subject


Semiconductors


2026-01-29

[News] Samsung Trails SK hynix for 2025 but Tops Q4 with Record KRW 20T Earnings amid Chip Rebound

Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...

2026-01-29

[News] Shanghai Recorded 15.1% Growth in Integrated Circuit Manufacturing Output for 2025

On January 21, Shanghai released its 2025 economic data. The city’s full-year GDP exceeded CNY 5.6 trillion, posting a year-on-year growth of 5.4% at constant prices. This growth rate not only surpassed the national GDP growth of 5%, but also marked an increase of 0.4 percentage points compared wi...

2026-01-29

[News] Second-Tier No More: Kioxia and SanDisk Balance Alliance and Rivalry in AI NAND Race

Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

2026-01-28

[News] ASML Posts Record €9.7B Q4 Revenue; Memory Shortage Reportedly May Boost EUV Tool Demand

ASML held its earnings call today. According to its press release, the company posted another record year in 2025, with total net sales of €32.7 billion and a gross margin of 52.8%. The fourth quarter stood out, delivering record total net sales of €9.7 billion, including revenue recognized from...

2026-01-28

[News] SK hynix Smashes Records in 2025, Beats Samsung with KRW 47.2T Operating Profit

While Samsung has yet to release its final earnings on January 29, SK hynix today reported record-breaking results for 2025: revenue of 97.15 trillion won, operating profit of 47.21 trillion won (49% margin), and net profit of 42.95 trillion won (44% margin). As ZDNet highlights, the company’s ope...

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