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2025-12-04

[News] Intel to Retain Networking and Edge Division After Spinoff Review as Financial Outlook Improves

Intel’s effort to shed non-core operations appears to be shifting, as the company now plans to retain its networking and edge (NEX) business. According to Reuters, Intel concluded after reviewing a potential sale that keeping NEX would be more advantageous. Bloomberg notes that the company believe...

2025-12-04

[News] Micron to End Crucial Consumer Memory by Feb 2026, Redirects Supply to Enterprise amid AI Surge

Amid a severe memory crunch driven by soaring demand from data centers and hyperscalers, Micron announced Wednesday that it will exit the consumer memory market. As Tom’s Hardware notes, the move signals a shift in production and investment toward enterprise-grade DRAM and SSDs to keep pace with t...

2025-12-04

[News] China’s MTC Achieved Small-Batch Shipment of DFB Photonic Chips

On November 25, China-based MTC announced the small-batch shipment of its DFB (Distributed Feedback Laser Diode) chips, which can address the demands in optical communications market. At its 20th-anniversary conference earlier this year, MTC highlighted strong confidence in the semiconductor lase...

2025-12-04

[News] onsemi Partners With China’s Innoscience on Low/Mid-Voltage GaN, Sampling Expected in 1H26

onsemi and Innoscience signed a memorandum of understanding (MoU) on December 2 to speed up the deployment of GaN power devices, starting with 40–200V offerings. onsemi expects sampling to begin in the first half of 2026, as noted in its press release. The partnership aims to combine onsemi’s ex...

2025-12-03

[News] SanDisk, Samsung Reportedly Delay NAND Delivery, Hitting Transcend with 50–100% Price Spike

With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...

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