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2025-11-03

[News] SK hynix Unveils Next-Gen Memory Roadmap: Custom HBM, AI-DRAM, AI-NAND with Tech Giants

Shortly after reporting record Q3 profits, SK hynix unveiled an ambitious memory roadmap at its SK AI Summit 2025 on November 3. According to ZDNet and The Chosun Daily, the company highlighted its push into custom memory solutions, including high-bandwidth memory (HBM), AI-optimized DRAM, and next-...

2025-11-03

[News] Nexperia China Says Supply Stable Through Year-End, Alleges ¥1B Debt by Dutch Arm

Disruptions at Nexperia are rippling through the global auto chip supply chain, as tensions between its Chinese and Dutch units deepen. According to Reuters, Nexperia’s China unit said it had established “sufficient inventories of finished goods and work-in-progress” after the Dutch company su...

2025-11-03

[News] DRAM Quotes Reportedly Shift to Monthly as Samsung Largely Halts Contracts

As hyperscalers double down on AI spending, memory shortages are tightening fast—and the suspension of DRAM quotes is spreading across the market. Earlier in October, Commercial Times reported that major Korean and U.S. chipmakers had paused new enterprise quotes for a week. Now, market rumors sug...

2025-11-03

[News] CSPs’ ASIC Push Sparks Competition Among IC Designers, Margins Under Pressure

With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design houses like MediaTek are also moving aggressive...

2025-11-03

[News] TSMC Reportedly Flags 3–5% Price Hikes for Sub-5nm in 2026, Ripple Effects on Mature Nodes Expected

With 2nm mass production just around the corner, speculation had been swirling that TSMC might charge 10–20% more for its next-gen node compared with 3nm. But with advanced-node capacity already stretched thin, industry sources say the foundry giant moved early—reportedly alerting clients as far...

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