DRAM makers tighten year-end control as flash inventory nears bottom

China’s DRAM spot prices have faced continued declines throughout November, with DDR4 particularly hard hit. In contrast, NAND flash prices have shown signs of stabilizing. Following 2-3 quarters of inventory adjustments, stock pressure has eased significantly. Manufacturers’ tighter supply controls are expected to gradually restore restocking demand.

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HMD Global designates India as key mobile phone export hub amid US-China trade tensions

HMD Global has strategically designated India as a crucial export hub for Nokia phones in response to the evolving dynamics of the global trade environment. The persistent trade tensions between the US and China have prompted the search for alternative supply chains, with India increasingly becoming a favored manufacturing location for numerous companies, including HMD.

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Offshore wind power component maker Yeong Guan sets 2025 Thai plant launch

Leading offshore wind turbine component maker Yeong Guan Energy Technology has announced that mass production at its Taichung plant will begin in 2025, while its plant in Thailand will begin trial production in mid-2025. Amid the trend toward supply chain diversification, the company has already received numerous inquiries from European companies about production in its Thailand plant, potentially boosting growth next year.

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Samsung Foundry’s uncertain future: What path should it take?

Amid challenges, Samsung has decided to scale back investments in its foundry business, prioritizing existing production lines to reduce losses and refocusing efforts on regaining competitiveness in memory technologies. However, with its foundry lagging in technical competitiveness and large-scale investments difficult to recoup, Donald Trump’s re-election and speculations regarding spinning off Samsung’s foundry unit or collaborating with Intel have further heightened interest in Samsung’s future direction.

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