13 Jun
Latest News and Trends

Micron ships HBM4 to key customers, targets solid market share in 2025

As data centers face increasing demands for AI training and inference workloads, high-bandwidth memory (HBM) has become a critical competitive edge for memory manufacturers. Micron announced that its 12-layer stacked 36GB HBM4 samples have been delivered to multiple major customers. Utilizing the 1β DRAM process technology, mass production is expected to begin in 2026 to support customer growth on next-generation AI platforms.

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13 Jun
Latest News and Trends

Foxconn’s strategic transformation: embracing AI and cloud collaboration with Google

At the Google Cloud Summit on June 12, Foxconn’s Information Officer, Kuo-chin Chang (transliteration), highlighted the company’s deepening collaboration with Google as part of its broader transformation strategy. Through AI-powered solutions, Foxconn is evolving from a manufacturing giant to a tech-driven innovator, aiming to redefine its position in the global supply chain. By leveraging Google’s cloud infrastructure, cybersecurity, and AI-driven data analytics, Foxconn is meeting its growing needs for enhanced global business management efficiency.

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13 Jun
Latest News and Trends

Micron retires DDR4, but the market isn’t ready

The world’s top three DRAM manufacturers have confirmed a shift from DDR4 specifications to advanced process products. Following the announcements from two major South Korean memory makers regarding their DDR4 discontinuation schedules, Micron has officially notified customers that DDR4 will reach the end of life (EOL), with shipments expected to cease gradually over the next two to three quarters.

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13 Jun
Latest News and Trends

Maxscend shatters RF filter ceiling, fuels China’s IC design breakthrough

Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China’s effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure.

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13 Jun
Latest News and Trends

Huawei founder: US is a generation ahead—but China will find a way

On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run People’s Daily—drawing significant attention at home and abroad. The interview, headlined “The more open a country is, the more it progresses was widely interpreted as both a diplomatic signal and a strategic statement on China’s ambitions in semiconductors and technology.

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13 Jun
Latest News and Trends

VS Industry reports sales decline in 3Q25 amid profit pressure

On June 11, 2025, VS Industry announced its financial results for the third quarter of fiscal 2025, reporting sales of MYR909.4 million (US$214.87 million), down 10% year-over-year from MYR1.01 billion in the same quarter last year. The company’s gross profit also fell sharply by nearly 32% to MYR70.9 million, while operating income dropped 44.12% to MYR39.9 million. Net profit declined 56.25% to MYR23.8 million, reflecting mounting pressure on margins and overall profitability.

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