ComputInsights #23 – Weekly Computing Market Insights

Market Growth

India Taps 3-nm Design to Power Next-Gen Chip Innovation

India has launched its first 3-nanometre chip design facilities in Noida and Bengaluru, reinforcing its position in next-generation semiconductor innovation. Supported by strategic investments and global collaborations, this development strengthens India’s role in the evolving global chip supply chain.

US Sanctions Slow CXMT, Strengthening Samsung and SK Hynix’s Lead

Tightened US export controls on advanced chipmaking equipment are stalling ChangXin Memory Technologies’ (CXMT) DRAM expansion, cutting its 2025 capacity target by over 10%. The restrictions, particularly on high-bandwidth memory (HBM) tools, are expected to delay CXMT’s technology roadmap while easing competitive pressure on Samsung and SK Hynix. With South Korean chipmakers advancing to next-gen nodes, US sanctions may reinforce their dominance in the global DRAM market.

Lam Research Rides AI Chip Boom Into FY26 Growth

Lam Research posted Q4 FY25 revenue of US$5.17 billion, up 9.6% QoQ and above forecasts, fueled by soaring demand for AI chip manufacturing tools. With China contributing 35% of sales and strong momentum across key Asian markets, the company projects further growth in FY26, supported by rising etch and deposition intensity for advanced 3D scaling. While regulatory risks and potential US trade tariffs loom, Lam’s five-quarter growth streak signals the early phase of a robust industry upcycle.

Company-Specific News

Navitas Powers Xiaomi’s 90W GaN Charger with GaNSense ICs

Navitas Semiconductor has announced that Xiaomi’s next-generation 90W GaN charger will feature its GaNSense Control ICs, marking a key milestone in their collaboration. By integrating the NV9580 GaNSense Control IC and NV9701 synchronous rectification controller, the charger sets a new standard for compact, high-efficiency fast charging. This launch, combined with Navitas’ advancements in 650V bi-directional GaN ICs and AI data center power platforms, reinforces its growth trajectory heading into 2026.

BOE Seizes Majority of Apple’s MacBook LCD Orders, Displacing LG Display

BOE Technology is set to capture 51% of Apple’s MacBook LCD panel supply in 2025, overtaking LG Display, whose share is projected to drop to 35% (Fan & Li, 2025). The shift, driven by MacBook Air demand and Apple’s reallocation of orders, underscores BOE’s growing dominance ahead of Apple’s anticipated OLED transition. While LCD shipments remain stable, the move highlights a major reshaping of Apple’s display supply chain.