On January 21, Shanghai released its 2025 economic data. The city’s full-year GDP exceeded CNY 5.6 trillion, posting a year-on-year growth of 5.4% at constant prices. This growth rate not only surpassed the national GDP growth of 5%, but also marked an increase of 0.4 percentage points compared wi...

Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

ASML held its earnings call today. According to its press release, the company posted another record year in 2025, with total net sales of €32.7 billion and a gross margin of 52.8%. The fourth quarter stood out, delivering record total net sales of €9.7 billion, including revenue recognized from...

While Samsung has yet to release its final earnings on January 29, SK hynix today reported record-breaking results for 2025: revenue of 97.15 trillion won, operating profit of 47.21 trillion won (49% margin), and net profit of 42.95 trillion won (44% margin). As ZDNet highlights, the company’s ope...

According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...