Subject


Semiconductors


2025-05-29

[News] Deca and IBM Join Forces to Establish MFIT Manufacturing Base in North America

On May 22, Deca Technologies announced it has signed an agreement with IBM to bring Deca’s M-Series and Adaptive Patterning technologies into IBM’s advanced packaging facility in Bromont, Quebec, Canada. Under this agreement, IBM will establish a high-volume manufacturing line focused on Deca’...

2025-05-29

[News] Qualcomm Releases Study Showing Its Modems Outperform Apple’s C1 Amid Apple’s In-House Chip Push

Apple introduced its first in-house 5G modem, the C1, earlier this year with the launch of the iPhone 16e, drawing attention to how it compares with Qualcomm’s offerings. According to a report from Seeking Alpha, a Qualcomm-commissioned study comparing 5G performance between Android smartphones an...

2025-05-28

[News] UMC Shrugs Off Middle East Expansion; Calls Intel’s 12nm Project a Must-Win with More Details

Amid rumors that TSMC declined expansion offers in Qatar, Taiwan’s second-largest foundry, UMC, revealed on May 28 that Middle Eastern countries also approached them for collaboration, according to Commercial Times and CNA. However, the reports note that UMC showed little interest, prioritizing Si...

2025-05-28

[News] U.S. Reportedly Risks $1.4T GDP Loss in 10 Years from 25% Chip Tariffs, with AI and Auto Hit Hard

Trump’s tariffs have kept the industry on alert. According to ijiwei, citing a report from the U.S. think tank Information Technology and Innovation Foundation (ITIF), implementing a blanket 25 percent tariff on semiconductor imports would lead to a 0.18 percent decline in U.S. economic growth i...

2025-05-28

[Insights] Memory Spot Price Update: DDR5 Uptrend Slows; DRAM Price Hikes to Moderate in Q3

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 prices have shown signs of slowing, with overall DRAM price hikes expected to ease in 3Q25. As for NAND flash, spot prices have reached a relatively high level after rising since late February, and buying momentum ...

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