Subject


Semiconductors


2025-06-06

[News] Kioxia Plans to Double Output in Five Years, Ramping Up NAND Flash for AI Data Centers

According to a report from MoneyDJ, citing Nikkei, Japanese NAND flash memory giant Kioxia announced its mid- to long-term business plan on June 5, aiming to double its production capacity by fiscal 2029 compared to fiscal 2024 by expanding production lines at its two main facilities in Japan—the ...

2025-06-06

[News] Intel Reportedly Demands 50% Margins for New Products in Profitability Push

Intel's new CEO, Lip-Bu Tan, has been working to turn the company around. According to Tom’s Hardware, Intel has stopped approving new projects unless they can demonstrate a projected gross margin of at least 50%, based on industry expectations, as stated by Intel Products CEO Michelle Johnston Ho...

2025-06-06

[News] U.S. Reportedly to Allow AI Chip Exports to Allies If Run by Approved U.S. Operators Soon

Just weeks after Trump hit pause on Biden’s sweeping AI Diffusion Rule—which tried to rank every country in a strict three-tier system—Commerce Secretary Howard Lutnick reportedly teased a revamped version is coming pretty soon, though he could not provide a specific timeline. Speaking on J...

2025-06-05

[News] Samsung Reportedly Controls DRAM Output in 2H25 amid Market Uncertainties

While soaring HBM orders helped SK hynix grab the DRAM crown in Q1, Samsung—facing profit pressure and looming risks like tariffs—is expected to shift focus to profitability over volume in H2 2025 by adjusting output, according to the Chosun Daily. Though some speculate Samsung may ramp up to...

2025-06-05

[News] Trump Administration Reportedly Reconsiders CHIPS Act Subsidies, Touts TSMC as Model

According to Reuters, U.S. Secretary Of Commerce Howard Lutnick states on Wednesday that President Donald Trump's administration is revisiting certain semiconductor grants issued under former President Joe Biden, indicating that some of the awards could be withdrawn. As noted by the report, Lutn...

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