Subject


Semiconductors


2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

2025-10-23

[News] Beijing Issues Questionnaires for U.S. Analog Chip Probe, Response Deadline Set at 37 Days

Beijing is stepping up its anti-dumping probe into U.S. analog chips. Following the Ministry of Commerce’s announcement, authorities have swiftly moved to implement the investigations. According to Bloomberg, China’s Trade Remedy and Investigation Bureau under the Ministry of Commerce has issued...

2025-10-23

[News] Tesla AI5 Production Split Between Samsung, TSMC; Musk Cites Samsung’s “Advanced Equipment”

Samsung scores another major foundry victory, expanding its roster of high-profile clients on advanced nodes. After Tesla selected the company in July to produce its AI6 processor under a $16.5 billion contract, Elon Musk revealed during the latest earnings call—as cited by CNBC and Investing.com...

2025-10-23

[Sponsor Content] iDEAL Semiconductor Achieves Automotive Qualification for SuperQ Technology, Launches iS20M028S1CQ MOSFET

iDEAL Semiconductor today announced that its SuperQ™ technology has achieved AEC-Q101 automotive qualification, marking a significant expansion into high-reliability markets. iDEAL’s first automotive-qualified product to enter mass production, the iS20M028S1CQ, is a 200 V MOSFET with 25 mΩ R...

2025-10-22

[News] Texas Instruments Projects Weak Q4 Outlook Amid Tariff Uncertainty and Sluggish Chip Recovery

Texas Instruments, a leading analog IC maker, has released its Q3 2025 results, with its cautious Q4 outlook sparking concerns over the broader semiconductor market. According to Reuters, the company expects fourth-quarter revenue between $4.22 billion and $4.58 billion, slightly below market estima...

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