Express News | Korean media: Samsung collaborates with NVIDIA to accelerate the development of next-generation NAND flash memory.

Breakings07:05

TrendForce Consulting: Global top five enterprise SSD revenue to exceed 50% QoQ growth in Q4 2025, surpassing USD 9.9 billion

The revenue of the world's top five Enterprise SSD brands surged by 51.7% quarter-on-quarter, exceeding 99 billion US dollars.

Zhitong Finance16:12

Citi has lowered its global smartphone shipment forecasts for this year and next, projecting a 17% year-on-year decline in shipments for this year.

Citi issued a report revising downward its global smartphone shipment forecasts for this year and next to 1.04 billion and 1.17 billion units, respectively, representing a year-on-year decrease of 17% and growth of 12%, respectively. It also projected a 7% year-on-year increase in shipments to 1.25 billion units by 2028. These forecasts are based on memory shortages and rising prices, coupled with weak demand driven by climbing inflation, with anticipated year-on-year increases in average selling prices of 7%, 2%, and 3%, respectively. The report noted that smartphone shipments in the fourth quarter of last year, as announced by IDC, exceeded the bank’s expectations by 5%, primarily driven by regions including Central and Eastern Europe, the Middle East, Africa, and the Americas. Shipments of foldable phones last year were broadly in line with expectations.

AASTOCKS12:01

Helium Prices Soar Amid Middle East Conflicts! A Comprehensive Analysis of the Impact on Global Semiconductor and Other Industries

① The disruption of Qatar's natural gas processing due to the Iran conflict has led to a surge in helium prices, exposing the vulnerability of this small yet critical niche market; ② This market supports various industries ranging from semiconductors to medical imaging…

cls.cn10:50

Surge in leveraged bets sparks concerns over potential plunge in Asian stock markets

Persistent inflows into leveraged exchange-traded funds (ETFs) and elevated levels of margin borrowing for stock purchases have reignited market concerns that some of Asia's largest equity markets may experience a repeat of last week’s sell-off triggered by the Middle East conflict.

Zhitong Finance11:18

South Korea is expected to launch a supplementary budget of 20 trillion won amid a chip industry boom.

Gelonghui, March 13 | According to the Chosun Ilbo of South Korea, the South Korean government believes that the excess tax revenue brought by the chip boom is expected to support a supplementary budget of 20 trillion won, far exceeding the initial estimate of approximately 10 trillion won. An unnamed government official cited in the report stated that Samsung Electronics and SK Hynix are projected to achieve operating profits of about 100 trillion won each this year. If this target is achieved, it would not be impossible for South Korea to introduce a supplementary budget of 20 trillion won without issuing government bonds.

Gelonghui Finance07:21