AI applications continue to drive unprecedented demand for memory, with DRAM supply tightness taking center stage at Winbond’s earnings call yesterday. According to Economic Daily News, Winbond said the DRAM shortage is set to persist, with memory prices this quarter expected to surge 90–95%, an...

Amid market talk of potential price hikes of around 10%, China’s leading foundry SMIC released its 4Q25 and full-year 2025 results on Feb. 10. Citing chinastarmarket.cn and the company’s disclosure, fourth-quarter revenue came in at US$2.489 billion, rising 4.5% quarter on quarter and 12.8% year...

The semiconductor market has undergone significant changes recently, with a massive wave of price increases sweeping across the industry. Following previous announcements from Chinese firms such as Cmsemicon and Goke Microelectronics regarding price adjustments for specific product lines, severa...

As India ramps up its semiconductor push, smartphone chip giant Qualcomm has completed the tape-out of a 2nm chip design in the country, marking a major milestone, according to local media Business Standard. The report, citing Qualcomm, notes that the work was carried out across the company’s e...

Amid lingering risks from the Trump administration’s tariffs, South Korea’s major conglomerates posted over 14% growth in North American sales through Q3 2025, ETNews reports. Among them, memory powerhouse SK hynix led the surge, with its U.S. revenue jumping more than 65% year-over-year, the re...