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2025-05-09

[News] SMIC’s U.S. Revenue Share Climbs to Nearly 13% in Q1; Warns of 4–6% Q2 Sales Dip

Amid looming chip tariffs, China’s leading foundry SMIC delivered a robust 161.9% year-on-year surge in Q1 profit, hitting $188 million, as highlighted by Reuters and China’s Wallstreetcn. Despite the strong start, the company struck a cautious tone for Q2, projecting a 4–6% Q2 sales dip and a...

2025-05-09

[News] New-Generation of 3D X-DRAM Unveiled: Aiming to Boost DRAM Bit Density by 10x

On May 7, NEO Semiconductor announced a major breakthrough in its 3D X-DRAM technology series: the industry’s first 3D X-DRAM cell structures based on 1T1C and 3T0C architectures. According to NEO Semiconductor, the new technology is designed to deliver unprecedented density, power efficiency, ...

2025-05-09

[News] China’s YMTC Dominates Hybrid Bonding Patents, Pressuring South Korean Memory Giants Samsung and SK hynix

As memory giants accelerate development in HBM4 and high-layer NAND, hybrid bonding technology is drawing heightened attention. South Korean leaders Samsung Electronics and SK hynix remain behind in key patents, according to a report from ZDNet. The report highlights that Samsung and SK hynix have d...

2025-05-08

[News] Samsung Reportedly Ramps Up Galaxy S25 Production to 3.3M Units in May Ahead of Tariffs

Amid ongoing U.S. tariff uncertainty, major tech firms are adjusting their production strategies. According to TheElec, Samsung plans to boost Galaxy S25 production by 800,000 units in May, which may be related to efforts to deliver finished products to the U.S. market ahead of tariffs, as the repor...

2025-05-08

[News] Huawei and China’s Cloud Giants Reportedly Gain Ground in Middle East amid AI Ambitions

Amid tightening U.S. restrictions on AI, Chinese cloud companies like Huawei, Tencent and Alibaba seem to be gaining ground on an unexpected market: the Middle East. According to Rest of World, they are steadily gaining ground in the region’s digital infrastructure race, closing the gap with their...

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