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2025-11-13

[News] Kioxia Quarterly Profit Tumbles 62% YoY, But Signals Bottom with Record 3QFY25 Sales Forecast

While other memory giants are riding high on soaring AI-driven prices, Japan’s Kioxia appears to still be waiting for a turnaround. In its latest earnings report released on November 13, the company posted a net profit of ¥40.7 billion for Q2 FY2025 (July–September), marking a 62% drop compared...

2025-11-13

[News] HBM4E Seen Hitting 40% of 2027 Market; Samsung, SK hynix Reportedly Aim for 1H26 Completion

As HBM4 heads toward mass production in 2026, industry players are beginning to look ahead to HBM4E as the next stage of development. According to Chosun Biz, citing industry sources, with HBM4E the market is expected to move beyond standardized, mass-produced products toward more customized solutio...

2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

2025-11-13

[News] Synopsys Reportedly to Slash 10% of Workforce After $35 Billion Ansys Acquisition

The tech layoff wave has reached Synopsys, the EDA heavyweight powering much of the world’s chip design. As noted by Reuters, the company plans to cut about 10% of its workforce, roughly 2,000 employees, as it shifts investment toward new growth areas, according to a regulatory filing released on...

2025-11-13

[News] NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026

With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

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