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2025-12-03

[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

2025-12-03

[News] China Claims New Architecture Using 14nm Logic and 18nm DRAM Could Match NVIDIA 4nm GPUs

Under tightening U.S. export restrictions, China is turning to innovative chip architectures to bolster computing capabilities. According to South China Morning Post, this strategy—pairing mature-node chips with novel system designs—aims to narrow the performance gap with NVIDIA. South China ...

2025-12-03

[News] Japan Rumored to Curb Photoresist Exports as China Targets 40% Self-Sufficiency by 2026

As Prime Minister Sanae Takaichi’s recent comments further strain Japan–China relations, rumors are now swirling that Tokyo has tightened controls on photoresist exports crucial for wafer production—stoking new fears over China’s chip output, according to the Commercial Times. Commercial ...

2025-12-03

[News] China Guangdong to Build World’s Largest 12-Inch Optical SiC Production Base

On November 19, China’s Shenzhen Kuotan Semiconductor Technology (Huizhou Huishikang Technology) announced plans to invest RMB 1.15 billion to build the world’s largest 12-inch optical-grade silicon carbide (SiC) materials production base in Zhongkai district, Huizhou, Guangdong. The project ...

2025-12-03

[News] U.S. Invests $150M in xLight as Gelsinger-Led Startup Targets More Precise EUV Lasers Than ASML

The Trump administration is making a bold bet on U.S. chipmaking capabilities, investing in a startup seeking to advance laser used in EUV lithography tools. According to The Wall Street Journal, the administration has agreed to provide up to $150 million to xLight, where former Intel CEO Pat Gelsin...

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