Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China’s high-performance memory development. The company said its latest LPDDR5X modules reach speeds of 10,667Mbps, matching SK Hynix’s premium chips launched in October 2024. This achievement marks China’s first successful mass production at this performance tier and signals its growing self-reliance in advanced semiconductor memory manufacturing.

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all three: a sharp increase in planned capital expenditures. The world’s largest tech firms are accelerating investment in infrastructure and AI hardware, even as they trim headcount in other divisions.

Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials (ATM) revenue is expected to rise 3-5% sequentially. Full-year 2025 ATM revenue in USD is projected to increase more than 20%, with advanced packaging revenue reaching US$1.6 billion as planned, and full-year 2026 revenue anticipated to rise by an additional $1 billion.