Samsung to gain edge as Nvidia expands physical AI with robot chip production

Samsung is reportedly manufacturing Nvidia’s robot application processors (APs), a move that could accelerate its expansion in physical AI, the convergence of artificial intelligence and robotics. As this new era unfolds, industry watchers are questioning whether Samsung’s robotics division, one of its four strategic pillars, can deliver concrete outcomes.

Continue reading

Samsung’s HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge

Nvidia’s evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing HBM4 chips from SK Hynix, Samsung Electronics, and Micron by mid-November 2025, a decision that will determine who secures orders for Nvidia’s next-generation AI accelerator, Rubin, scheduled for launch in the second half of 2026.

Continue reading

Winbond’s DRAM bit supply to double as structural shortage extends through 2027

Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the third quarter of 2025. General manager Pei-Ming Chen stated that some customers are even seeking DDR4 long-term contracts of up to six years, and this structural shift is expected to last through 2027.

Continue reading

China bolsters rare earth export controls with major hiring push

China’s Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM announcement, the Bureau of Industry Security, Import and Export Control plans to recruit at least five new staff members in 2026, the highest number since 2022. Despite the current US-China trade war truce, MOFCOM’s rare earth control division continues its expansion.

Continue reading

Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit

Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware’s popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released.

Continue reading