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2025-12-24

[News] Samsung, SK hynix Reportedly Plan ~20% HBM3E Price Hike for 2026 as NVIDIA H200, ASIC Demand Rises

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

2025-12-24

[News] SMIC Reportedly Raises Prices by 10%, Memory Products Lead the Way

Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some sources cited by the report note...

2025-12-24

[News] Intel Reportedly Plans Major CPU Roadmap Shifts: From Hammer Lake to NVIDIA Collaboration

Intel is reportedly rethinking its CPU architecture, with leaks pointing to notable changes across upcoming processors. According to NotebookCheck, citing YouTube leaker RedGamingTech, Intel is planning an ambitious future CPU lineup that could involve major architectural shifts, including a possibl...

2025-12-24

[Insights] December Panel Prices: TV Panels Expected to Rise in January on Memory Supply Concerns

.TV Since December, brand customers have increasingly viewed panel prices as having bottomed out, while also growing concerned that memory shortages and rising prices could spill over into TV products and intensify next year. As a result, some panel demand originally planned for 1Q26 has been b...

2025-12-23

[News] Top PC Maker, Likely HP or Lenovo, Reportedly Locks in Memory Supply following Supplier Visits

As memory prices surge, PC makers are moving to pass costs onto consumers while scrambling to secure chip supply ahead of potentially larger price swings in the market by mid-2026. Yicai Global reports that a top-tier PC company recently made intensive visits to major memory suppliers—including Sa...

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