Weekly News Bulletin Oct 31, 2025
Weekly Semiconductor Industry News Brief
① SK Hynix Unveils Next-Generation NAND Flash Strategy at OCP Global Summit 2025
On October 27, 2025, SK Hynix announced it showcased its roadmap for next-gen NAND flash during OCP Global Summit 2025 held October 13–16 in San Jose, California.
② Latest Financial Results Released by Leading Power Semiconductor Vendor
STMicroelectronics published Q3 financial results ending September 27, 2025. Quarterly revenue dipped 2% year-on-year to USD 3.187 billion, while GAAP operating profit fell 53% to USD 180 million.
③ Israeli AI Startup NextSilicon Launches New Accelerator on TSMC 5nm Process
Israeli AI firm NextSilicon will produce its high-speed computing accelerator Maverick-2 using TSMC’s 5nm technology. The chip targets outstanding performance for AI and HPC to compete with NVIDIA and AMD.
④ United Nova Records RMB 5.422 Billion Revenue in First Three Quarters; Power Modules in Short Supply
On October 27, United Nova released its Q3 report and hosted an earnings call. Revenue reached RMB 5.422 billion in the first nine months, rising 19.23% YoY. Net loss attributable to shareholders stood at RMB 463 million, narrowing by 32.32% year-on-year.
⑤ ACM Research (Shanghai) Posts H1 Revenue of RMB 3.265 Billion, Up 35.83% YoY
At the H1 2025 results briefing on October 27, ACM Research reported operating revenue of RMB 3.265 billion and net profit of RMB 696 million, increasing 35.83% and 56.99% respectively. Full-year revenue guidance ranges from RMB 6.5 billion to 7.1 billion.
⑥ NVIDIA Expands AI Footprint in Europe; Plans Data Center Jointly with Deutsche Telekom
Sources reveal NVIDIA and Deutsche Telekom plan to build a EUR 1 billion (approx. USD 1.16 billion) data center in Germany.
⑦ NVIDIA Blackwell GPUs Enter Full Production in Arizona
At GTC 2025, NVIDIA CEO Jensen Huang announced full production of Blackwell GPUs at its Arizona facility, marking the first domestic U.S. manufacturing of NVIDIA’s flagship AI chips.
⑧ NVIDIA Invests USD 1 Billion in Nokia to Advance AI Wireless and 6G
NVIDIA will invest USD 1 billion in Nokia at USD 6.01 per share for roughly 166 million new shares, holding approximately 2.9% stake after completion. Nokia’s stock surged more than 22.8% upon the announcement, with further 3% gains in after-hours trading.
⑨ CXMT Releases LPDDR5X Product Specifications on Official Website
CXMT stated LPDDR5/5X are fifth-generation low-power DRAM. Its LPDDR5X comes in 12Gb and 16Gb densities with peak speed of 10667 Mbps, compatible with LPDDR5, delivering 66% speed improvement and 30% power reduction versus prior generation.
⑩ Tight DRAM Supply Lifts DDR5 Contract Prices; Profit Potential May Surpass HBM3e in 2026
Per TrendForce, Server DRAM contract prices see stronger upward momentum in Q4 2025 as cloud service providers expand data centers, driving up overall DRAM pricing.
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① https://www.dramx.com/News/cailiao-shebei/20251020-39263.html
① https://www.dramx.com/News/Memory/20251027-39307.html
② https://www.dramx.com/News/igbt/20251027-39315.html
③ https://www.dramx.com/News/AI/20251027-39310.html
④ https://www.dramx.com/News/igbt/20251028-39322.html
⑤ https://www.dramx.com/News/cailiao-shebei/20251028-39323.html
⑥ https://www.dramx.com/News/AI/20251028-39321.html
⑦ https://www.dramx.com/News/IC/20251029-39327.html
⑧ https://www.dramx.com/News/AI/20251029-39326.html
⑨ https://www.dramx.com/News/Memory/20251029-39334.html
⑩ https://www.dramx.com/Market/20251029-39333.html
