合力泰:董事吴彬彬辞职

9月22日晚间,合力泰(SZ 002217)公告,合力泰科技股份有限公司董事会于近日收到公司董事吴彬彬女士的书面辞职报告,吴彬彬女士因工作调动原因辞去公司第七届董事会董事、薪酬与考核委员会委员职务,辞职后将在公司担任内部审计机构负责人。

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China policy containment eases DDR5 price fears as Taiwan’s DDR4 supply sells out

China’s AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country’s top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced DRAM for domestic use. This policy curbs export leakage and is expected to stabilize DDR5 pricing, with a gradual market upturn likely in 2026.

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Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out

Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN), told investors on Sept. 17 that its SiC and GaN businesses sank to a low point in the first half of 2025. The company expects recovery only by the fourth quarter.

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