Semiconductor Industry Insights
Key Developments Shaping the Global Chip Landscape
Date: December 11, 2025
01｜Micron to Exit Crucial Consumer Business
Micron Technology announced its plan to phase out Crucial-branded consumer products from global retail and distribution channels by February 2026. This strategic shift allows Micron to reallocate resources toward rapidly expanding AI-driven data center markets and better support enterprise customers.
02｜Winbond Unveils 16nm 8Gb DDR4 DRAM
Winbond introduced a new 8Gb DDR4 DRAM built on its advanced 16nm process, supporting speeds up to 3600 Mbps. The product delivers higher performance, lower power consumption, and improved cost efficiency for TVs, servers, networking equipment, industrial computers, and embedded systems.
03｜onsemi & Innoscience Form GaN Technology Partnership
onsemi signed an MoU with Innoscience to explore scaling GaN power device production using Innoscience’s mature 200mm GaN-on-silicon process. The collaboration aims to accelerate high-efficiency GaN adoption across industrial, automotive, telecom infrastructure, consumer electronics, and AI data center applications.
04｜SK hynix to Launch Customized DRAM Manufacturing in 2027
Korean media report that SK hynix is partnering with a domestic fabless company to begin producing customized DRAM as early as 2027. The company is evaluating its Wuxi fab as a potential manufacturing base to enhance mature-line utilization and reduce reliance on external foundries.
05｜Marvell Acquires Photonic Interconnect Innovator Celestial AI
Marvell announced a definitive agreement to acquire Celestial AI, a pioneer in photonic fabric technology. The acquisition strengthens Marvell’s roadmap for next-generation AI and cloud data center connectivity, enabling high-bandwidth, low-power, and low-latency optical interconnect solutions.
06｜Vanchip Completes Full Deployment of 6‑Inch SAW Filter Portfolio
Vanchip reported that its 6-inch SAW filter production line now supports a complete product range, including duplexers, quadplexers, hexaplexers, and multi-band single-chip filters. Its DiFEM, L-DiFEM, GPS, and Wi-Fi modules have been adopted by multiple brand customers, with L-PAMiD products entering mass production.
07｜Ankai Microelectronics to Acquire Majority Stake in Sicheng Technology
Ankai Microelectronics announced plans to acquire 85.79% of Sicheng Technology for RMB 326 million. The acquisition expands Ankai’s ultra-low-power IoT chip portfolio and strengthens its presence in smart wearables, health devices, smart home systems, smart buildings, and industrial instrumentation.