As memory giants grow reluctant to lock in long-term agreements (LTAs) with clients, a new type of deal is reportedly emerging. ETNews notes that Samsung, SK hynix, and Micron are shifting to shorter-term contracts, with some including “post-settlement” clauses that adjust prices based on market...

NVIDIA may delay the launch of its next gaming GPU as memory supplies remain tight. According to The Information, sources say the company does not plan to release a new graphics chip for gaming this year, as a deepening global memory shortage is pushing NVIDIA to prioritize its limited memory capaci...

TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...

．TV In February, TV panel demand is expected to stay relatively stable, while panel makers plan five to seven days of capacity adjustments during the Lunar New Year. This is likely to lower average utilization by about 10% from January, helping keep supply and demand balanced and supporting hig...

On January 30, Signify officially released its full-year 2025 earnings report. Navigating macroeconomic headwinds and intensified global price competition, the company reported a contraction in revenue, though cash flow management remained robust. To counter persistent market pressures, Signify a...