Subject


Semiconductors


2025-11-25

[News] China Achieves New Progress in Photonic Quantum Chip Research

Photonic quantum chip is widely seen as a key pathway toward the practical deployment of optical quantum information technologies. Today’s mainstream photonic quantum chips typically rely on probabilistic single-photon sources generated through nonlinear optical processes, but the certain probabil...

2025-11-24

[News] The Nexperia Wake-Up Call: Reliance on Chinese Chips Nearly Froze Global Auto Production

The Nexperia dispute has shaken the global supply chain. According to Reuters, the incident has highlighted China’s considerable leverage in the global chip ecosystem, particularly across the mid- and low-end segments. It has also exposed the vulnerabilities of the automotive and industrial supply...

2025-11-24

[News] Japan Reportedly Adding ¥1 Trillion in Rapidus Support as It Targets FY2030 Profitability, FY2031 IPO

Japan has been stepping up its 2nm ambitions through Rapidus. According to Nikkei, Japan's Ministry of Economy, Trade and Industry (METI) said on the 21st that it will extend an additional ¥1 trillion (about $6.37 billion) in government support to the company across fiscal years 2026–27, and Rapi...

2025-11-24

[News] Kioxia’s Post-Earnings Challenges: QLC Transition Lag, SK hynix’s Arms-Length Stake

As Japan’s Kioxia posted weak September earnings in mid-November, its challenges amid the AI boom and rising memory rivals drew attention. DealSite suggests the company faces hurdles in boosting profitability and QLC competitiveness, while industry observers cited by the report say SK hynix treats...

2025-11-24

[News] TSMC’s 2026 CapEx Reportedly Near US$50B, Driven by 2nm Expansion and Global Buildout

TSMC will hold its 2025 Supply Chain Management Forum on the 25th, an event widely viewed as a key gauge of next year’s capital-expenditure outlook. According to Commercial Times, institutional investors expect TSMC’s 2026 CapEx to reach as much as US$50 billion, driven by strong AI demand, whil...

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