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2025-06-18

[Insights] Memory Spot Price Update: SK hynix, Micron Push DDR4 Last Buys as Phase-Out Boosts Q3 Prices

According to TrendForce's latest memory spot price trend report, regarding DRAM, SK hynix and Micron are currently in last-time buy negotiations with DDR4 customers, pushing spot prices higher as contract prices are set to rise in Q3 2025. As for NAND flash, recent market rumors on China’s stern a...

2025-06-18

[News] Battery Makers Hit Hard as Antimony Prices Reportedly Quadruple Following China Export Crackdown

According to a report from Reuters, China’s restrictions on the critical mineral antimony are starting to impact global lead-acid battery manufacturers, with customers also feeling the pain as soaring procurement costs are passed down the supply chain. Citing Steve Christensen, executive direct...

2025-06-18

[News] ASIC Boom by 2027? CSPs Aim to Leapfrog NVIDIA with Custom Chips — Key Moves & Partners

NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

2025-06-18

[News] FOPLP Heats Up: ASE, Powertech Expand; TSMC Reportedly Preps 2026 CoPoS Pilot Line

According to Economic Daily News, fan-out panel-level packaging (FOPLP) is regarded as the next mainstream technology in advanced packaging. Key industry players—including foundry giant TSMC, semiconductor packaging and testing leader ASE, and memory packaging powerhouse Powertech—are actively i...

2025-06-18

[News] Taiwan’s DRAM Supplier Nanya Tech Reportedly Pauses DDR4 Spot Price Quotations Amid Tight Inventory

With leading memory makers like Samsung and Micron winding down DDR4 production and prices surging, Taiwan’s major supplier Nanya Technology has reportedly paused price quotes, signaling tightening supply and growing demand, according to Economic Daily News. Industry sources further explain tha...

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