According to TrendForce's latest memory spot price trend report, regarding DRAM, OEMs are gradually increasing inventory levels to ensure they have safe amounts of stock on hand before tariff policies become clearer, while DRAM suppliers have simultaneously raised spot prices of DRAM products by 8-1...

Intel is scheduled to report earnings on Thursday, April 24, 2025, with the market watching closely to see whether new CEO Lip-Bu Tan’s turnaround efforts are gaining traction. According to Reuters, the company is expected to post its fourth consecutive quarterly revenue decline, with a 3.4% drop ...

Samsung has denied rumors that its Taylor plant timeline will be pushed to 2027, but concerns are growing over the mounting hurdles in its U.S. investment. According to the Chosun Daily, the company has been reluctant to bring in key equipment like EUV machines to the Taylor facility — a move that...

As the HBM race heats up among memory giants, TC (thermal compression) bonders are taking center stage. Notably, recent developments involving key player Hanmi Semiconductor, Micron, and SK hynix have sparked attention—and could potentially reshape the memory landscape, according to reports from T...

Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...