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2025-10-28

[News] Apple Reportedly Takes Most of TSMC’s 2nm Capacity for A20 Series in Foldable iPhone and iPhone 18

Apple’s first foldable iPhone—expected in 2026 and reportedly featuring a design similar to Samsung’s Galaxy Z Fold, according to Bloomberg—is drawing strong market attention. Yet its biggest upgrade may lie inside: the device will run on Apple’s new A20 Pro chip, built on TSMC’s 2nm pro...

2025-10-28

[News] Infineon’s Chief Marketing Officer Joins Wolfspeed

Wolfspeed has announced a major executive appointment: former Infineon executive Matthias Buchner has joined the company as Senior Vice President of Global Sales and Chief Marketing Officer (CMO), which will take effect on December 1, 2025. The move underscores Wolfspeed’s determination to acce...

2025-10-28

[News] Intel Flags CPU Shortages on Intel 10 and 7 Nodes as Demand Outpaces Supply Into 2026

In its first earnings report since the Trump administration acquired a 10% stake, Intel reported a return to profitability, noting that demand for some of its older process chips remains strong. According to CRN, the company also cautioned that CPU shortages could persist well into next year as dema...

2025-10-27

[News] Nexperia China Arm Defies HQ; Parent Wingtech Flags Cash-Flow Strain Despite 280% Q3 Profit Jump

The Dutch government seized control of Nexperia and dismissed its Chinese CEO, sending shockwaves through the global semiconductor industry. According to Tom’s Hardware, Wingtech stated in its earnings filing that if it fails to regain operational control of its European subsidiary, Nexperia could...

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...

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