Subject


Semiconductors


2025-12-10

[News] NAND Flash “Dry Year” Looms as Stock-Out Risk Reportedly Forces PC OEMs to Cut SSD Specs

As major PC/NB brands—including Dell and Lenovo—have reportedly warned clients of imminent price hikes, the memory market’s supply–demand imbalance is worsening rapidly. Commercial Times reports that the NAND Flash shortage is morphing into a full-fledged “dry-year,” prompting multiple P...

2025-12-10

[News] China’s ACM Reportedly Lands Memory Giant Orders; Eyes HBM4-Compatible Cleaning Systems by 2026

As China’s top memory firms race to advance next-gen DRAM and NAND, domestic chip equipment makers are stepping up for a slice of the booming HBM market as well. According to ijiwei, ACM Research has introduced several solutions optimized for HBM production and plans to release HBM4-compatible cle...

2025-12-09

[News] Samsung Reportedly Speeds Up U.S. Hiring as Tesla Prepares for AI5 Production

With major orders secured, Samsung is accelerating preparations for seamless U.S. production. According to Sedaily, the company’s Device Solutions Americas division is hiring veteran engineers for its Customer Engineering (CE) team to resolve complex foundry challenges, stabilize yields, and ensur...

2025-12-09

[News] Japan Earthquake Impact: TEL and Rapidus Unharmed, Spotlight Turns to Kioxia Kitakami Fabs

A strong earthquake struck Japan’s Tohoku region at around 11:15 p.m. on the 8th (Japan time), raising concerns about potential impacts on nearby semiconductor manufacturers. According to Chinese media outlet ICsmart, citing sources, the areas most affected were primarily the southern coastal regi...

2025-12-09

[News] Intel Emerges as Key Customer for Tata’s $14B Chip Fab and OSAT Buildout in India

Intel is extending its manufacturing footprint by teaming up with India’s Tata Electronics. According to Reuters, Tata has brought Intel onboard as a potential customer for its upcoming fabrication facilities, underscoring Intel’s confidence in India’s growing chipmaking capabilities. The r...

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