Monthly Archives: November 2025

[News] Memory Boom in China Reportedly Spurs Opportunities for Korean Makers Hanmi, SEMES

As China races toward semiconductor self-reliance, the rollout of next-generation chips is not only boosting local equipment and materials makers, but creating opportunities for South Korean firms like Hanmi Semiconductor and SEMES, New Daily reports. Memory Boom Fuels Korean Equipment …

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[News] TSMC Sues Ex-SVP Lo Over Undisclosed Intel Move: Non-Compete, Trade Secrets, and What’s Next

After nearly a month of rumors that former TSMC senior vice president Wei-Jen Lo had jumped to Intel—and may have taken sub-2nm process documents with him—the foundry giant finally broke its silence last night. According to the Economic Daily News, …

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[News] Meta Reportedly Weighs Google TPU Deployment in 2027, Boosting Broadcom, Taiwan’s GUC

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy …

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[News] Apple Implements Unexpected Layoffs, Reportedly Linked to Third-Party Sales Shift

Tech layoffs are still spreading, and now even Apple has unexpectedly joined the wave with fresh job cuts. According to Bloomberg, Apple has eliminated dozens of sales roles in a bid to streamline the way it offers products to businesses, …

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[News] TSMC Reportedly Plans 2-nm Boost in Taiwan with Three New Fabs, NT$900B Investment

Last week, TSMC Chairman C.C. Wei received the semiconductor industry’s top honor, the Robert N. Noyce Award, and revealed that demand now exceeds the company’s capacity by three times, leaving advanced process capacity “massively insufficient,” Commercial Times reports. Amid surging …

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