Subject


Semiconductors


2025-12-12

[News] SK hynix Reportedly Places HBM4 TC Bonder Order With ASMPT Amid Hanmi–Hanwha Patent Clash

As SK hynix pushes ahead with HBM4 production, attention is turning to TC bonder suppliers. According to The Elec, citing sources, SK hynix has placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT to support HBM4 manufacturing. The order reportedly comes amid an ongoing...

2025-12-12

[News] Anthropic Emerges as Broadcom’s Mega-Client; Margin Challenges Ahead

As a key beneficiary of Google’s TPU boom, U.S. chipmaker Broadcom’s ASIC business is drawing heightened attention. On its latest earnings call, despite Broadcom usually keeps its major clients under wraps, CEO Hock Tan revealed that the company’s $10 billion custom-chip megadeal came from AI ...

2025-12-12

[News] Samsung Chairman Reportedly Meets Musk, Granting Tesla CEO Dedicated Workspace at Taylor Fab

Samsung Electronics has rapidly strengthened its partnership with Tesla after securing the automaker as a major foundry customer. According to South Korea’s JoongAng Ilbo, citing sources, Samsung Chairman Lee Jae-yong met with Tesla CEO Elon Musk while visiting Samsung’s Taylor, Texas fab during...

2025-12-12

[News] China’s Apple Supplier Lens Tech Pivots to AI, Acquires NVIDIA-Certified Server Rack Maker

One of China’s key Apple suppliers is making an unexpected push into the AI era. Consumer electronics giant Lens Technology plans to acquire 100% of PMG International, according to Commercial Times and Anue, giving it indirect control of Yuans Technology and access to server-rack and liquid-coolin...

2025-12-12

[News] Kioxia Reportedly to Make 332-Layer 10th-Gen NAND at Kitakami in 2026, Repurposing Existing Fab

Japan’s Kioxia is making a strategic push at a time when major memory makers remain cautious about expanding NAND capacity. According to Nikkei, as cited by MoneyDJ, the company plans to begin mass production of its 10th-generation NAND at its Kitakami plant in Iwate Prefecture in 2026—aiming sq...

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