Subject


Semiconductors


2025-06-19

[News] Wolfspeed Reportedly to Be Taken Over by Apollo-Led Creditors Amid Bankruptcy, with Rivals Set to Gain

Nearly a month after rumors surfaced about an imminent bankruptcy, a clearer picture has emerged: Wolfspeed is now on the verge of a major shake-up. Creditors led by Apollo Global Management are preparing to take control under a bankruptcy plan, according to Reuters, citing Bloomberg. The reports...

2025-06-19

[News] Fierce Battle Over 2nm Chip Manufacturing: Significant Yield Gap

In the ongoing race within the semiconductor industry, TSMC and Samsung Electronics are fiercely competing to lead in 2nm chip manufacturing. As per recent reports, both companies plan to begin mass production of 2nm chips in 2H25. However, TSMC is at an advantage in securing orders due to its super...

2025-06-18

[Insights] Memory Spot Price Update: SK hynix, Micron Push DDR4 Last Buys as Phase-Out Boosts Q3 Prices

According to TrendForce's latest memory spot price trend report, regarding DRAM, SK hynix and Micron are currently in last-time buy negotiations with DDR4 customers, pushing spot prices higher as contract prices are set to rise in Q3 2025. As for NAND flash, recent market rumors on China’s stern a...

2025-06-18

[News] ASIC Boom by 2027? CSPs Aim to Leapfrog NVIDIA with Custom Chips — Key Moves & Partners

NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

2025-06-18

[News] FOPLP Heats Up: ASE, Powertech Expand; TSMC Reportedly Preps 2026 CoPoS Pilot Line

According to Economic Daily News, fan-out panel-level packaging (FOPLP) is regarded as the next mainstream technology in advanced packaging. Key industry players—including foundry giant TSMC, semiconductor packaging and testing leader ASE, and memory packaging powerhouse Powertech—are actively i...

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