🔥 The memory supercycle is here! After SK hynix’s record 3Q, #Samsung posts its own 3-year high profit. #HBM3e is now said to be in full mass production, and #HBM4 samples are out to all requesting customers.💡More: buff.ly/K1MsJRw 🔗

Samsung Electronics Reports Record ₩86 Trillion in Q3 Revenue, Driven by AI Memory Boom Samsung Electronics has announced its 3Q25 earnings, posting ₩86.1T in consolidated revenue—a 15.4% increase quarter-over-quarter—and ₩12.2 trillion in operating profit. The Device

💰 Worried about an AI bubble? Not these giants — #Meta and #Alphabet just lifted 2025 capex again, with #Google’s parent now targeting up to $93B, its third hike this year, while #Microsoft has spent $35B in 1QFY26, nearly 40% of last year’s total.💡More: buff.ly/CWWCypK

Server-related demand is rising rapidly, and the memory market is gearing up for the AI boom. Current procurement forecasts indicate that both HBM and other #DRAM products are expected to experience supply shortages next year, likely driving prices even higher. As a result, total

The Fed has cut rates for the second time this year! With unresolved inflation, slowing employment, and a government shutdown looming, what is the outlook? See analysis👉 buff.ly/N351dDY #DataTrack

Memory Shortages Drive Prices Higher — SK hynix Posts Record-High Quarterly Revenue SK hynix announced its financial results for Q3 FY2025, reporting ₩24.45T in revenue—a 39% year-over-year increase—along with ₩11.38T in operating profit and ₩12.60T in net income. The company

💥 Trump’s #tariff push is rattling chipmakers — Korea expects parity with Taiwan after the Trump-Lee summit, but Lutnick says semiconductors aren’t in the deal. What’s next for #Samsung and #SKhynix?💡More: buff.ly/jsjk6Q9 🔗

🚗 While #Nexperia's disruptions hit global carmakers, #China quietly launches a state-level auto chip testing platform in Shenzhen. Another leap toward tech self-sufficiency? 💡More: buff.ly/mkcYJvB 🔗

🚀 #AI server demand remains robust — 2026 shipments are projected to grow over 20% YoY, driven by strong CSP and sovereign cloud deployments.💡More analysis from #TrendForce: buff.ly/lXLds7J 🔗

🔥 NVIDIA vs. Broadcom: The Interconnect Battle In the race for ultra-low latency and packet lossless AI data centers, NVIDIA’s InfiniBand has long dominated the Scale-Out market. Now, with Broadcom leading the launch of UEC 1.0, Ethernet is making a strong push to reclaim its

👀 AI is fueling the #SiC boom, and the industry’s shifting fast — #Toshiba just walked away from its collaboration with China’s SICC, while #Wolfspeed’s Q1 fiscal 2026 results disappointed. 💡More: buff.ly/jgOsitA 🔗

💰 Strong investment boosts #China’s chip gear sector: Piotech reportedly lands ¥4.6B for a high-end equipment base, while AMEC quadruples capital. Could these billions buy chip tool independence? 💡More: buff.ly/l1dYbcX 🔗

📢 Another AI move from #Intel? Team Blue is reportedly eyeing chip startup #SambaNova to boost its AI inference capabilities. If confirmed, it would signal a shift in Intel’s acquisition strategy—after CFO said in April there were no major deals planned. 💡More:

🔥 #Nexperia crisis escalates: EU tech chief to meet the chipmaker as parent company #Wingtech demands ousted CEO's return — the same CEO reportedly accused of shifting European operations to China.💡More: buff.ly/goBj9Of 🔗

🍺 Shortly after a fried chicken and beer meet-up, #Samsung announced an AI Mega Fab with 50K #NVIDIA GPUs: It will supply #HBM4, HBM3e, GDDR7, and SOCAMM2, marking a new level in their 25-year partnership.💡More: buff.ly/gwfHH4k 🔗

The US government shutdown not only slows down the economy but also leaves behind permanent losses. How will this impact market confidence? 👉 buff.ly/IlaSaUZ #DataTrack

🚀 #Amazon’s cloud sales jumped 20% in Q3, and its AI chip biz is booming! CEO reportedly said Trainium2 is now a multi-billion-dollar hit, with big and mid-sized clients eyeing the upcoming Trainium3 in 2026.💡More: buff.ly/jl1HDTE 🔗

🚀 Looks like AI momentum isn’t slowing down! Taiwan’s chip packaging giant #ASE reportedly plans to boost 2025 CapEx by US$1B — gearing up for strong demand expected in 2026.💡More: buff.ly/mUchL5b 🔗