Monthly Archives: November 2025

[News] Ex-TSMC SVP Wei-Jen Lo Moves to Intel: Sub-2nm Data Leak Concerns and TSMC Strategy in Focus

Posted on 2025-11-19 by TrendForce

Fresh off a 2nm data leak involving its engineers in August, TSMC is now facing an even bigger headache: rumors that former Senior VP Wei-Jen Lo—who reportedly joined Intel recently after retiring in July—had subordinates brief him and photocopy sensitive …

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[News] China’s Shaanxi 8-Inch Silicon Photonics Platform Officially Comes Online

Posted on 2025-11-19 by TrendForce

On November 4, Yang Junhong, general manager of Shaanxi Institute for Optoelectronic Pioneer Technology Co., Ltd. (“Optoelectronic Pioneer Institute”), announced that the “8-Inch Advanced Silicon Photonics Integration Technology Innovation Platform” (“8-inch Silicon Photonics Platform”) has officially come online. The platform …

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[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output

Posted on 2025-11-19 by TrendForce

The next-generation memory race is intensifying, and Samsung is stepping up its push to regain the lead in the DRAM market. According to ETNews, citing sources, the company aims to expand its 1c DRAM production capacity to 200,000 wafers per …

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[News] China Photoresist Maker Hengkun Goes Public on STAR Market with YMTC-Tied Fund

Posted on 2025-11-18 by TrendForce

While China’s progress in high-end chipmaking equipment, such as SiCarrier and AMIES’ DUV systems, draws attention, the country is also advancing in key semiconductor materials. Notably, domestic leader Xiamen Hengkun New Material, a top photoresist manufacturer, went public on the …

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[News] Former TSMC SVP Wei-Jen Lo Said to Have Joined Intel, Allegedly Bringing Sub-2nm Process Files

Posted on 2025-11-18 by TrendForce

Amid rumors that former TSMC Senior VP Wei-Jen Lo might join Intel in the sub-2nm race, Liberty Times reports he returned to Team Blue in late October as VP of R&D, shocking the semiconductor industry. The report, citing industry sources, …

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