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2025-10-29

[News] Apple Suppliers Skyworks and Qorvo Unite to Form $22 B U.S. RF Chip Powerhouse

A major shake-up is underway in the RF chip industry as Qorvo and Skyworks—two of Apple’s key suppliers—agree to merge. According to Reuters, Skyworks Solutions said on Tuesday that it will acquire smaller rival Qorvo, creating a combined company valued at around $22 billion. The deal will for...

2025-10-29

[News] SK hynix Posts Record 3Q Profit: Three Highlights Spotlight HBM4, Soaring CAPEX, and 2026 Outlook

While Samsung is on track to post its best Q3 profit in three years on the back of AI-driven chip price gains, SK hynix also sent strong signals. On the 29th, the company reported a consolidated operating profit of KRW 11.38 trillion for 3Q25—up 62% YoY with a 47% margin—marking the first time i...

2025-10-29

[News] Shanghai’s IC Industry in High Gear, Up 11.3% in the First Three Quarters of 2025

On October 22, data released by the Shanghai Municipal Bureau of Statistics showed that the city’s gross domestic product (GDP) reached CNY 4.072 trillion in the first three quarters of 2025, representing a year-on-year growth of 5.5%. The combined output value of Shanghai’s three leading ind...

2025-10-29

[News] High-Capacity SSDs Reportedly Hit Year-Long Delays as Samsung, SK, and Kioxia Run Full Tilt

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

2025-10-28

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

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