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SK hynix dethrones Samsung to become world's top-selling memory maker for the first time
By Hassam Nasir published
Meanwhile, CXMT is looking to catch up.

Samsung reportedly slashes HBM3 prices to woo Nvidia
By Hassam Nasir published
High bandwidth memory could be the savior.

EU fab tool makers, including ASML, get reprieve in EU-U.S. tariffs deal
By Anton Shilov published
A new U.S.–EU trade deal exempts semiconductor equipment from tariffs, avoiding steep cost hikes for American chipmakers and protecting the competitiveness of U.S. fabs.

Samsung inks $16.5 billion Tesla AI chip deal
By Anton Shilov published
Samsung has secured a $16.5 billion deal to produce Tesla's future AI6 self-driving SoC at its Texas fab, a major strategic win for Samsung Foundry.

China's CXMT reportedly delays mass production of DDR5 chips to late 2025
By Anton Shilov published
Quality is on par with Nanya, but yields are around 50%.

DRAM prices are about to skyrocket — DDR4 and GDDR6 among formats that could increase in price by up to 45%
By Anton Shilov published
And that's without new tariffs on products from Japan and South Korea.

U.S. imposes 25% tariffs on all products from Japan and South Korea
By Anton Shilov published
They'll take effect from August 1

Samsung delays $44 billion Texas chip fab
By Jowi Morales published
News Analysis Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.
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