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2025-11-20

[News] NAND Flash Prices Likely to Jump Double Digits in Q1, as Makers Reportedly Hike in Turns

With leading memory firms reportedly slowing NAND production expansion in the second half of 2025, prices are climbing sharply on tight supply. Commercial Times, citing industry sources, reports that NAND makers are taking turns raising prices in a steady, ongoing pattern, with NAND prices in the fi...

2025-11-20

[News] TSMC Dresden Fab Reportedly Enters Structural Build, Eyes Equipment Move-In in 2H26

Construction of TSMC’s European fab is advancing. According to Commercial Times, sources say the company’s new Dresden facility has entered its main structural construction phase and is expected to move into fab-system installation and equipment move-in during the second half of 2026. The plant ...

2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

2025-11-20

[News] China Developed World’s First Wafer-Scale 2D Semiconductor FPGA

Recently, a joint research team from Fudan University and Shaoxin Lab, led by Zhou Peng and Bao Wenzhong, has achieved another globally leading breakthrough in 2D semiconductor integrated circuit — the development of the world’s first field-programmable gate array (FPGA) fabricated using wafer-s...

2025-11-20

[News] NVIDIA, AMD Reportedly Weigh Discontinuing Mid- to-Low-End Gaming GPUs amid Rising Memory Costs

With memory prices climbing at an unprecedented pace, PC and smartphone makers are feeling the strain, and the impact may extend even further. According to NotebookCheck, citing South Korean outlet Hankyung, NVIDIA and AMD are reportedly considering phasing out mid- to low-end gaming graphics cards,...

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