Subject


Semiconductors


2025-08-22

[News] Intel Reportedly Starts Glass Substrate Licensing, Offering Potential Boost to Samsung and Absolics

According to South Korean outlet ETNews, citing industry sources, Intel has begun licensing its semiconductor glass substrate technology, enabling other companies to use it. The company is reportedly in talks with several glass substrate makers as well as materials, parts, and equipment suppliers, a...

2025-08-22

[News] Trump Reportedly Spares TSMC, Micron from Equity Grabs after Chipmakers Ramp U.S. Investment

U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is seeking a 10% stake in Intel, sparking fears of broader equity grabs from CHIPS Act recipients. But according to The Wall Street Journal, Washington has ruled out moves against major investors like TSMC a...

2025-08-22

[News] Japan’s Power Chip Lead Reportedly Shrinks to 3 Years, Challenged by Chinese Rivals

According to TechNews, citing Nikkei, Japan has long held a leading position in power semiconductors, but the swift rise of Chinese newcomers is now posing a serious challenge. The report notes that Japan’s slow progress in industry consolidation and strategic coordination is a key factor limiting...

2025-08-21

[News] China Accelerates AI Chip Independence Drive, Reportedly Aiming 70% Self-Sufficiency by 2027

With Washington granting export clearance for NVIDIA’s H20, China is accelerating its AI chip self-sufficiency drive. Nikkei reports that major municipalities are rolling out aggressive targets: Shanghai is pushing for 70% of data center chips to be domestically designed or produced by 2027, while...

2025-08-21

[News] Samsung Reportedly Passes NVIDIA HBM4 Sample Test, 30% HBM3E Discount to Challenge SK hynix

According to Sedaily, industry sources on the 20th said the HBM4 samples Samsung supplied to NVIDIA last month have passed initial prototype and quality testing and are set to enter the “pre-production (PP)” stage by the end of this month. If they clear this final validation step, mass productio...

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