Subject


Semiconductors


2025-12-24

[Insights] Memory Spot Price Update: Kingston Leads DRAM Surge as DDR4, DDR5 and Modules Hold Strong

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4, DDR5 chips and modules continue climbing daily, though gains have eased slightly. Kingston, the top module supplier, implemented substantial DRAM price hikes this week, with overall spot prices showing no signs of...

2025-12-24

[News] Intel Fab 52 Reportedly Rivals TSMC Arizona Phase 1 and 2 Combined Capacity on More Advanced 18A

From a purely U.S. manufacturing perspective, Intel’s position remains firmly unshaken, with its Arizona Fab 52 said to exceed TSMC’s Fab 21 in both capacity and process technology. According to Tom’s Hardware, Fab 52’s capacity is comparable to the combined output of TSMC’s Fab 21 Phase ...

2025-12-24

[News] Apple Reportedly Sources 60–70% of iPhone 17 LPDDR5X from Samsung, Eyeing iPhone 18 Volumes

With iPhone 17 breaking sales records, Apple CEO Tim Cook offered a rare glimpse into the company’s holiday-quarter outlook at the latest earnings call, stating that Apple expects to achieve a new all-time revenue record in December, as reported by MacRumors. Against this backdrop, Hankyung now su...

2025-12-24

[News] Samsung, SK hynix Reportedly Plan ~20% HBM3E Price Hike for 2026 as NVIDIA H200, ASIC Demand Rises

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

2025-12-24

[News] SMIC Reportedly Raises Prices by 10%, Memory Products Lead the Way

Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some sources cited by the report note...

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