Subject


Semiconductors


2025-09-11

[News] Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

2025-09-11

[News] China’s Naura Posts 8x SEMES Profit in 1H25, Shaking Korea’s Chip Equipment Sector

According to Commercial Times, citing The Korea Economic Daily, South Korea — once a leader in semiconductor technology — is now confronting the rapid rise of China, particularly in chipmaking equipment and EDA. The report notes that China’s top equipment maker Naura recorded first-half operat...

2025-09-11

[News] Taiwan DRAM Makers Reportedly Eye 20-50% Q4 Contract Price Hikes amid DDR4 Supply Squeeze

With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices are projected to rise a further 20%–50% in Q4, as Taiwa...

2025-09-11

[News] SK hynix Partners with Naver Cloud to Test CXL, PIM Memory Tech, Reportedly Eyes Major CSPs

In the era of big data and AI, Compute Express Link (CXL) has emerged as the next-generation high-speed standard. To push its lead beyond HBM, SK hynix has partnered with Naver Cloud, launching proof-of-concept tests to commercialize next-generation AI memory solutions, according to Sedaily. SK h...

2025-09-11

[News] South Korea to Double SiC Self-Sufficiency to 20% by 2030 Amid Chip Independence Push

According to Newsis, the South Korean government said it will double the nation’s technology self-sufficiency rate in silicon carbide (SiC) power semiconductors, raising it from the current 10% to 20% in 2030. The report points out that SiC power semiconductors are gaining traction in sectors s...

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