Subject


Semiconductors


2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

2025-08-07

[News] TSMC Reportedly Fast-Tracks 2nd AZ Fab in U.S. Push: Tool Move-In by Oct 2026, Targets 4Q27 Production

U.S. President Trump announced on the 7th plans to impose a 100% tariff on semiconductors, while noting that chips manufactured in the U.S. would be exempt. As such, TSMC is expected to qualify for the exemption. In line with this, MoneyDJ notes that TSMC is accelerating construction of its U.S. fab...

2025-08-07

[News] Memory Giants SanDisk, SK hynix Unite for HBF Standard, with Samples Expected in 2H26

U.S. NAND leader Sandisk, fresh off launching a Technical Advisory Board to guide its groundbreaking High Bandwidth Flash (HBF) technology in July, has now signed a landmark MoU with South Korean memory giant SK hynix. The partnership aims to jointly define the HBF specifications—poised to revolut...

2025-08-07

[News] The TSMC 2nm Leak Lesson: When Elite Engineers’ Bright Futures Become Industry Warnings

TSMC, spared from the looming 100% chip tariffs thanks to its massive U.S. investments, rocked the global semiconductor world recently by revealing a leak of its 2nm process. Reports say the company filed complaints with prosecutors, leading to three engineers being detained incommunicado. Notabl...

2025-08-07

[News] Samsung Tapped to Produce Apple’s New Chips at Austin Fab, Likely iPhone Image Sensors

According to Business Korea, Samsung Electronics is set to manufacture Apple’s next-generation chips at its U.S. facility. In a press release from August 6, Apple announced its partnership with Samsung to co-develop a new chip manufacturing technology, which will debut globally at Samsung’s f...

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