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2025-11-14

[News] Applied Materials Flags a 2026 China Fab Spending Drop Amid Tougher U.S. Export Rules

Chip equipment maker Applied Materials reported its Q4 results this week, with China sales taking center stage as tightening export controls raise questions about the company’s  outlook. According to Reuters, Applied Materials said it expects spending on chipmaking equipment in China to fall in 2...

2025-11-14

[News] Nexperia China Wafer Stock May Run Out by Mid-December; Carmakers Reportedly Seeking Workarounds

Global automakers are on alert as the Nexperia dispute escalates, raising fears that key chip supplies could run out if the impasse persists. According to Financial Times, citing industry sources, European carmakers and other industrial companies are still grappling with shortages that could halt pr...

2025-11-14

[News] U.S. Layoffs in October Reportedly Hit 20-Year High, with Major Tech Firms Leading 2025 Cuts

The layoff tide continues to rise as U.S. companies cut jobs in pursuit of cost savings and AI-driven efficiency. According to The Times of India, American companies announced 153,074 job cuts in October 2025—the highest for the month in more than two decades. As noted by the report, Challenger...

2025-11-14

[News] SMIC Posts 29% Year-on-Year Jump in Q3 Profit, Warns of Softer Q4 Margins

Amid China’s aggressive drive for chip self-reliance, leading foundry SMIC delivered stronger-than-expected third-quarter results, The Wall Street Journal reports. The company posted net profit of $191.8 million for the period—up 29% from a year earlier and comfortably ahead of the $161.2 millio...

2025-11-14

[News] Samsung Reportedly May Elevate Galaxy Veteran Roh Tae-moon to Vice Chairman in Major Shake-Up

Samsung’s leadership transition is taking shape after Vice Chairman Chung Hyun-ho, long viewed as the company’s “second-in-command,” stepped back from frontline management, clearing the way for the next generation of leaders. According to Chosun Biz, a major point of focus is whether Roh Tae...

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