The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya’s second quarter 2025 operations posted losses that were less severe than expected, downstream memory module manufacturers revealed that Nanya’s DDR4 production capacity will significantly increase in the second half of the year. However, its capacity for the next two quarters is already fully allocated. Meanwhile, Winbond plans to launch an 8Gb DDR4 product in October, with a planned output of only about 2,000-5,000 wafers. Industry insiders are optimistic that Nanya will maintain control over DDR4 8Gb market pricing and influence.

US-based electronics manufacturer Jabil is close to completing its new plant in Sanand, Gujarat, Union Minister of Electronics and IT Ashwini Vaishnaw confirmed on X on July 26, 2025. The company is investing over INR20 billion (around US$238 million) in manufacturing silicon photonics and electronic manufacturing services at the site.

While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a “non-strategic sector”—the mature process node. Among these efforts, Pengsun (PST), established in March 2022, has emerged as a low-profile yet increasingly significant player on the international radar.

US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened previously closed markets for American products—for example, allowing US beef into Australia’s large livestock industry and pushing for significant automobile exports to Japan, a major car manufacturing country. However, paradoxically, regardless of the tariff rates set, they remain subject to change at any time.