Subject


Semiconductors


2025-08-20

[Insights] Memory Spot Price Update: DRAM Trading Gradually Loses Steam as DDR5, DDR4 Drop Slightly

According to TrendForce's latest memory spot price trend report, regarding DRAM, the main focus for 3Q25 has been the rebound in contract prices, but trading momentum has gradually slowed down recently, with prices of DDR5 and DDR4 products experiencing slight declines. Meanwhile, in terms of NAND, ...

2025-08-20

[News] Decoding SoftBank’s Intel Gamble: Son’s Bold Move to Connect ARM and Chip Manufacturing

As SoftBank unveiled a $2 billion Intel investment Monday, the Financial Times reported that prior talks between founder Masayoshi Son and Intel CEO Lip-Bu Tan explored ways to back Team Blue’s chipmaking business, including a potential outright buy of its foundry division—an option that ultimat...

2025-08-20

[News] NVIDIA May Raise H20 Prices to Shield Profits but Confronts China’s Domestic Chip Push

NVIDIA and AMD have obtained U.S. approval to export their H20 and MI308 chips to China, but the licenses require them to hand over 15% of their China revenues to the U.S. government. To offset the impact, NVIDIA is said to be preparing an up to 18% price hike on its H20 AI chips, according to Wccft...

2025-08-20

[News] U.S. Reportedly Mulls Stakes in CHIPS Act Recipients after Intel, Raising Risks for TSMC, Samsung

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

2025-08-20

[News] India’s First Compound Semiconductor Wafer Fab Gets Approval

Recently, the Indian government announced the approval of four new semiconductor projects under the India Semiconductor Mission (ISM), raising the total number of ISM projects from six to ten. These four projects involve a total investment of about INR 46 billion. Notably, one of them refers to Indi...

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