Subject


Semiconductors


2025-09-10

[Insights] Memory Spot Price Update: SanDisk’s 10% Price Hike Meets Demand-Side Resistance

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...

2025-09-10

[News] Synopsys Reportedly to Cut 10% Staff by FY26; China, Foundry Woes Expected Through 4Q

Despite the U.S. easing export restrictions to China for chip design software in early July, EDA heavyweight Synopsys is feeling the strain. The company reported third-quarter earnings below expectations, attributing the shortfall to a slowdown in its Design IP segment and difficulties faced by a ma...

2025-09-10

[News] TSMC Reportedly Speeds Advanced Packaging Ramp to Three Quarters, Stresses Local Equipment

According to Liberty Times, TSMC Vice President of Advanced Packaging Technology and Service Jun He said demand for the company’s advanced packaging services is booming, with customers pressing closely. In response, TSMC is working to shorten timelines and accelerate capacity. He also stressed tha...

2025-09-10

[News] Decoding Apple’s Latest Silicon: How A19, A19 Pro, C1X, and N1 Power the iPhone 17 Lineup

Apple, at the September 9 launch event, has unveiled its full iPhone 17 lineup, introducing the Air model for the first time. Powering these devices are the company’s latest in-house silicon, including new smartphone APs, modem and networking chips. Here’s a quick overview of the new chips revea...

2025-09-10

[News] Ant Group Accelerates Semiconductor Investment Push

Ant Group is ramping up its semiconductor strategy, completing three major rounds of investment in the past week that span critical areas of the chip industry. The fintech giant has taken stakes in ReRAM memory developer Innostar Semi, AI edge chipmaker YeZhiXin Technology, and expanded its holdings...

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