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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...

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...

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