Kioxia reported its third-quarter earnings on February 12. As noted in its earnings presentation, for the three months ended December 31, 2025, the company posted record-high revenue of 543.6 billion yen, up 21.3% QoQ and 20.8% YoY. Net income reached 89.5 billion yen, up 114.9% QoQ and 17.3% YoY, w...

Despite booking a $252 million penalty tied to illegal equipment shipments to China, Applied Materials still delivered a confident outlook. According to Bloomberg, the company projected fiscal second-quarter revenue of about $7.65 billion — well above analysts’ consensus of $7.03 billion for the...

China’s AI model race is accelerating. According to South China Morning Post, Chinese AI start-up DeepSeek has upgraded its flagship model with a significantly expanded context window and more up-to-date knowledge, fueling anticipation for its next major release. As part of the upgrade, the rep...

While Tower Semiconductor has just unveiled a silicon photonics partnership with NVIDIA, its ties with another major chipmaker appear to be unraveling. According to Israeli outlet CTech, Tower disclosed that Intel intends to withdraw from a 2023 production agreement under which the U.S. semiconducto...

Shortly after Micron dismissed HBM4 sidelined rumors, another memory giant, Samsung, announces that it starts HBM4 mass production, shipping the first commercial units and taking an early lead in the market. Using its advanced 6th-gen 10nm-class (1c) DRAM and 4nm logic die processes, the company hit...