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2025-10-27

[News] Memory Price Surge Ripples Through China’s Smartphone Supply Chain, Hits MediaTek and Xiaomi

As DRAM giants continue to hike prices amid a memory supercycle—driven by tight supply of legacy products like DDR4—the smartphone supply chain is feeling the heat. According to Commercial Times, citing smartphone makers, delivery lead times for DRAM and NAND have stretched dramatically, with LP...

2025-10-27

[News] Taiwan’s UMC Reportedly Presses Suppliers for 15% Cost Reduction Before 2026 Mature-Node Deal Talks

As price negotiations for mature-node foundry services enter a critical stage, Taiwan’s foundries have reportedly moved early to adapt to market shifts by pressing upstream suppliers for price cuts. According to Commercial Times, both Taiwan’s second-largest foundry UMC and TSMC’s affiliate VI...

2025-10-27

[News] Memory Makers Reportedly Halt Quotes on Select DRAM, NAND Products as China Faces “Daily Pricing”

With South Korean DRAM giants reportedly hiking prices by up to 30% recently, China's memory market is feeling intense pressure. According to Commercial Times, citing Calian Press, some manufacturers have even halted quotations for certain DRAM and NAND flash products, and when prices are quoted, th...

2025-10-27

[News] China’s First Fully Automated 8-Inch MEMS Line Commences Production

Recently, China Electronics System Engineering No. 2 Construction Co., Ltd. (CESE2) announced the successful roll-out of the first batch of products from the 8-inch MEMS wafer production line project at the China Bengbu Sensor Valley. This marks China's first fully automated 8-inch MEMS wafer produc...

2025-10-27

[Insights] China’s Chip Equipment Sector Lands ¥13B in Jan–Oct 2025: 7 Deals That Defined the Surge

From January to October, China’s semiconductor equipment industry has shifted from pursuing “single-point breakthroughs” to achieving “system-level integration.” Major industry alliances have fueled this transformation, with leading companies raising over 13 billion yuan through private pl...

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