China’s chip equipment makers are surging despite U.S. export curbs, with AMEC posting rapid growth. According to ijiwei, the company’s recently released third-quarter 2025 report shows strong results: revenue for the first three quarters reached 8.063 billion yuan, up 46.40% year on year. Notab...

Shortly after reporting record Q3 profits, SK hynix unveiled an ambitious memory roadmap at its SK AI Summit 2025 on November 3. According to ZDNet and The Chosun Daily, the company highlighted its push into custom memory solutions, including high-bandwidth memory (HBM), AI-optimized DRAM, and next-...

Disruptions at Nexperia are rippling through the global auto chip supply chain, as tensions between its Chinese and Dutch units deepen. According to Reuters, Nexperia’s China unit said it had established “sufficient inventories of finished goods and work-in-progress” after the Dutch company su...

As hyperscalers double down on AI spending, memory shortages are tightening fast—and the suspension of DRAM quotes is spreading across the market. Earlier in October, Commercial Times reported that major Korean and U.S. chipmakers had paused new enterprise quotes for a week. Now, market rumors sug...

With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design houses like MediaTek are also moving aggressive...