Subject


Semiconductors


2025-06-02

[News] Wolfspeed Feels Heat as China’s Largest SiC Plant Reportedly Fires Up, Powers 30% Local Supply

As US-based silicon carbide (SiC) giant Wolfspeed reportedly teeters on the brink of bankruptcy amid fierce competition from fast-rising Chinese rivals, China’s largest silicon carbide wafer plant has officially launched production in Wuhan, aiming to supply 30% of the country’s domestic output,...

2025-06-02

[News] TSMC’s 2nm Wafers Rumored to Soar to $30K Per Unit, Yet CSP Giants Reportedly Rush to Adopt by 2027

As TSMC prepares for 2nm mass production in 2H25, wafer prices have reportedly hit $30,000 per unit for 2nm and could soar to $45,000 at future nodes, according to Commercial Times. Despite the steep cost, major CSPs are set to follow AMD, NVIDIA, and Broadcom in adopting the node in the next 2 year...

2025-06-02

[News] Huawei Reportedly Invests in 60+ Chinese Chip Firms to Build Homegrown Supply Chain

According to a report from Nikkei, Huawei has reportedly invested in more than 60 Chinese semiconductor-related companies since it came under U.S. sanctions in 2019, as part of a broader effort to build a self-reliant supply chain. As highlighted by Nikkei, Huawei has ramped up its investments th...

2025-06-02

[News] China Revenue at Risk as U.S. Curbs Slam EDA Giants: Impact on Synopsys, Cadence and More

Rumors swirled last week that the U.S. is tightening controls on China’s chip ambitions. According to IC Smart and Reuters, the top three EDA giants—Synopsys, Cadence, and Siemens—were told to halt software sales to China without a license. Though initially silent, all three have now confirmed...

2025-06-02

[News] China’s Big Fund Phase II Established a New Company in Xiamen

According to Qichacha, the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. (commonly referred to as "Big Fund Phase II") has established a wholly owned subsidiary in Xiamen: Xiamen Yuanxinlan Industrial Investment Co., Ltd. The company has a registered capital of RMB 50 milli...

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