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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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Monthly Archives: January 2026
[News] 8-Inch Foundries May Raise Prices 5–20%, Benefiting UMC, PSMC, Vanguard
8-inch foundry prices are rising. According to Economic Daily News, the tightening global supply of 8-inch wafer foundry capacity has led institutional investors to turn more bullish on related Taiwanese players, expecting the trend to benefit UMC, PSMC, and Vanguard. …
[News] TSMC Earnings Preview: $150B Capex Over Next Three Years Tops Five Key Focuses
Ahead of TSMC’s earnings call on January 15, the market has already been flooded with reports that the company may build five additional fabs in Arizona under a U.S.–Taiwan trade framework. But what else should investors be watching when results …
[News] Global Players Vie for 12-Inch SiC Single-Crystal Substrates Amid Semiconductor Materials Innovation
Amid rapid innovation in semiconductor materials technology, 12-inch (300 mm) silicon carbide (SiC) single-crystal substrates have emerged as a key battleground for industry players worldwide. Recently, overseas media reported significant progress by Wolfspeed in the development of 12-inch SiC single-crystal …
[News] GigaDevice Goes Public in Hong Kong: Founder Bets on China’s Memory Future
Chinese chipmaker GigaDevice, founded in 2005 and claims to be the world’s second-largest SPI NOR Flash supplier, made its Hong Kong market debut on January 13. According to EE Times China, the company offered 28.92 million H-shares in the IPO. …
[News] Intel Reportedly Reaffirms 14A Commitment as Lip-Bu Tan Hints at Possible Customer Interest
Intel has unveiled its 18A-based Core Ultra 3-series “Panther Lake” processors at CES, but industry attention is already shifting to what comes next. According to Tom’s Hardware, CEO Lip-Bu Tan said in an Intel News video posted on X that …