Subject


Semiconductors


2025-06-11

[News] Honda Reportedly Plans Rapidus Investment to Secure Advanced Chips Beyond TSMC Deal

According to a report from MoneyDJ, citing Nikkei, Japanese automaker Honda is reportedly considering investing in Rapidus, Japan’s public-private foundry venture, to secure access to advanced chips and prepare for potential geopolitical risks. Nikkei notes that Honda is weighing a stake in Rap...

2025-06-11

[News] TSMC Reportedly Gears Up for CoPoS Mass Production by 2029, Tapping NVIDIA as First Client

With big techs led by NVIDIA betting on TSMC’s CoWoS, the foundry giant is moving ahead with its CoPoS (Chip-on-Panel-on-Substrate) technology amid strong AI demand. According to MoneyDJ and the Economic Daily News, TSMC’s first CoPoS pilot line is set for 2026, with mass production targeted by ...

2025-06-11

[News] Renesas: Wolfspeed Woes Won’t Slow Down India JV — No SiC Production in Play

According to ijiwei, citing the Economic Times, Japanese chipmaker Renesas Electronics says its situation with Wolfspeed does not affect its OSAT joint venture with CG Power in India. Renesas also clarifies that it has no plans to produce SiC devices under the OSAT collaboration, the report highligh...

2025-06-11

[News] Micron Ships HBM4 Samples with 1ß Process to Multiple Customers, Reportedly Including NVIDIA

U.S. memory giant Micron announced on June 10 that it had shipped 36GB 12-high HBM4 samples to key customers—reportedly including NVIDIA and other major tech players, as noted by South Korean media outlet Business Post. The report suggests that Micron is now the second of the big three memory m...

2025-06-11

[News] China’s Rare Earth Exports Surge 23% in May, Reaching 1-Year High Despite Controls

Following the U.S.-China trade war, China has been tightening its grip on rare earth exports. According to a report from ijiwei, citing Reuters, export controls on certain critical minerals have stalled some overseas sales and caused supply shortages across global manufacturing. Yet in May 2025, Chi...

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