According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...

Semiconductor prices are moving higher, as Chinese chipmakers issue price hike notices across select product lines. According to Cailian Press, two semiconductor companies, Cmsemicon and Goke Microelectronics, have successively released price increase letters, stating that prices for some of their c...

Competition over next-generation HBM4 is intensifying, with SK hynix and Samsung Electronics positioning for future supply to NVIDIA’s upcoming AI platforms. According to Yonhap News, sources say NVIDIA is expected to allocate roughly two-thirds of its HBM4 demand for the Vera Rubin platform to SK...

While memory chipmakers have emerged as the first clear winners of the AI demand surge, the ripple effects are now spreading further down the hardware supply chain, lifting storage-focused players like Seagate and Western Digital. Reuters reported that Seagate on Tuesday forecast third-quarter reven...

Global semiconductor packaging equipment leader ASMPT recently announced that it is evaluating strategic options for its Surface Mount Technology (SMT) business, including a potential sale, joint venture, spin-off, or public listing. According to EE Times China, divesting the SMT business would mark...