Subject


Semiconductors


2025-09-23

[News] China Reportedly Blocks NVIDIA RTX Pro 6000D; Samsung, SK hynix Impact Seen as Limited

According to Tom’s Hardware, citing Financial Times, China’s Cyberspace Administration (CAC) has reportedly barred major firms, including ByteDance and Alibaba, from purchasing NVIDIA’s RTX Pro 6000D.  As Chosun Biz highlights, the RTX Pro 6000D was designed specifically for the Chinese marke...

2025-09-22

[News] TSMC 2nm Customer Surge: 15 Clients Reportedly Secured, 10 in HPC

As TSMC’s 2nm mass production countdown begins, speculation mounts over its major clients. KLA, a key chipmaking equipment supplier, reports that around 15 customers are designing at the N2 node, including roughly 10 high-performance computing (HPC) players, according to Investing.com, etnews and ...

2025-09-22

[News] Trump Proposes H-1B Visa Changes, Pressuring Indian Tech Workers; TSMC Reportedly Unaffected

According to Reuters, the Trump administration said on Friday it would require companies to pay $100,000 per year for H-1B worker visas, prompting some major tech firms to warn visa holders to remain in the U.S. or return quickly. As the report notes, the change could deliver a major blow to the tec...

2025-09-22

[News] Samsung Reportedly Plans Q4 Memory Price Hikes: DRAM Up 30%, NAND Up 10%

According to ICsmart, after earlier reports that Micron plans to raise DDR4/DDR5 prices by 20%–30%, Samsung is now also said to be increasing memory product prices by 15%–30% in the fourth quarter. Sources state that Samsung has informed major customers that in Q4, contract prices for DRAM pr...

2025-09-22

[News] Samsung 12H HBM3e Reportedly Clears NVIDIA Tests After 18-Month Setback, HBM4 Reaches Final Phase

After a year and a half of setbacks, Samsung has finally closed the gap with other memory giants. Multiple South Korean outlets, including the Korean Economic Daily and Business Korea, report that the company has cleared NVIDIA’s quality validation for its 12-high HBM3e, following its development ...

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