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...

Semiconductor prices are moving higher, as Chinese chipmakers issue price hike notices across select product lines. According to Cailian Press, two semiconductor companies, Cmsemicon and Goke Microelectronics, have successively released price increase letters, stating that prices for some of their c...

Competition over next-generation HBM4 is intensifying, with SK hynix and Samsung Electronics positioning for future supply to NVIDIA’s upcoming AI platforms. According to Yonhap News, sources say NVIDIA is expected to allocate roughly two-thirds of its HBM4 demand for the Vera Rubin platform to SK...