As Kioxia and SanDisk extended their joint venture at the Yokkaichi facility by five years to 2034, the Japanese memory giant made another high-profile move last week. On January 29, Kioxia announced that Hiroo Ota, currently Vice President and Executive Officer, will take over as president effectiv...

Apple has yet to launch its first foldable iPhone, but it may already be looking ahead. According to Bloomberg, sources say the company is exploring a follow-up model in the form of a smaller, square, clamshell-style foldable phone. As the report indicates, Apple believes its first foldable iPhone w...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...

China’s chipmaking equipment makers are gaining momentum. According to Nikkei, three Chinese firms ranked among the world’s top 20 semiconductor equipment manufacturers last year—up from just one in 2022—as U.S. export restrictions push China’s chip industry to strengthen long-standing gap...

As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...