Subject


Semiconductors


2025-05-22

[News] Global Semiconductor CapEx Rises 27% in Q1, with Memory Spending Surging Over 50%

According to SEMI’s latest report, global semiconductor capital expenditures (CapEx) fell 7% quarter-over-quarter in Q1 2025 but rose 27% year-over-year, driven by sustained investments in advanced logic, high-bandwidth memory (HBM), and advanced packaging technologies that support AI applications...

2025-05-22

[News] Qualcomm Back to the Data Center Market, with Related Oryon CPU Structure Expected to Unveil Later

U.S. chip giant Qualcomm held its COMPUTEX 2025 keynote speech on May 19, during which CEO Cristiano Amon announced the company’s re-entry into the data center market. While a detailed product roadmap has yet to be revealed, Amon believes Qualcomm is well-positioned for this move. With its recent ...

2025-05-22

[News] Ireland Reportedly Unveils Multi-Billion Euro Project to Draw TSMC and Samsung for Investment

According to Liberty Times, citing Business Post, Ireland unveils a new plan outlining a series of support measures aimed at advancing its semiconductor industry. The government is reportedly offering subsidies worth several billion euros to attract tech giants like TSMC and Samsung to invest in the...

2025-05-21

[News] NVIDIA Reaffirms TSMC as Preferred U.S. Advanced Packaging Partner, Reportedly Sidelines Intel

During the international press conference for Computex 2025,  NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...

2025-05-21

[Insights] Memory Spot Price Update: DDR4 Sees Larger Hikes Amid Tight Supply; DDR5 Up Incrementally

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...

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