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Recent Posts
- [News] China’s OSATs Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund
- [News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch
- [News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038
- [News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads
- [News] MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market
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Meta
Monthly Archives: November 2025
[News] Intel Israel Reportedly Revamps Pay Structure, Boosting Monthly Salaries by 10%
While tech giants worldwide are tightening their belts, Intel Israel is reportedly taking the opposite approach by raising employee salaries. According to CTech, an internal email revealed that Intel announced a structural change to its compensation and salary model for …
[News] Musk Signals Tesla AI5 Mass Production Delay to 2027, Casting Uncertainty Over Samsung
During Tesla’s latest earnings call in late October, cited by CNBC, the company confirmed that Samsung and TSMC will both produce the AI5 chip, a win for the South Korean semiconductor giant. However, CEO Elon Musk tweeted earlier today that …
[News] TSMC Affiliate VIS Sees 4–6% Q4 Wafer ASP Rise as Aggressive Price Cutting Fades
TSMC’s affiliate, Vanguard International Semiconductor (VIS), announced its third-quarter results, reporting net revenue of NT$12.349 billion (about US$413 million), up 4.6 percent year on year. According to Commercial Times, this marked a record high for the same period in the …
[News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up
Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue …
[News] China’s Big Fund Phase III Invested in Lithographic Material Related Company
Recently, Chinese business registration information shows that Nantong Crystal Co., Ltd. (“Nantong Crystal”) has undergone a shareholder change. SDIC Jixin—a fund under China Integrated Circuit Industry Investment Fund Phase III (Big Fund Phase III)—has been added as a new shareholder. …