Applied Materials says demand for high-end chip equipment will not increase even US government invests in Intel.
China lithography machines are still at 65nm, about 20 years behind ASML. Goldman Sachs
TechInsights: R&D investment of the world’s top 20 semiconductor companies will increase by 17% to US$98.68 billion in 2024.
Intel talent exodus continues. A senior executive with 25 years of experience is leaving to join ADI.
Samsung Group Chairman Lee Jae-yong’s assets surged by nearly $3.58 billion in H1 2025.
BOE fights back against Samsung: Files invalidation review for 7 patents.
TCL Huaxing’s 5.5-generation printed OLED production line in Wuhan, China is being expanded, and its monthly production capacity will be increased to 9K.
Channel DDR5 memory module prices continued to rise slightly, and the overall price of the storage spot market tended to be stable.
Global DRAM market in Q2 2025: SK Hynix remains in first place, while Samsung’s share drops to 32.7%.
