Subject


Semiconductors


2025-05-15

[News] Tariff Concerns and Early Shipments Drive April Revenue Surge for Taiwan’s Top IT Firms

According to MoneyDJ, citing Nikkei, strong demand for AI servers and semiconductors, along with tariff concerns, has prompted customers to pull in shipments early, driving continued revenue growth for Taiwan’s major IT firms in April 2025. As noted by the report, the monthly revenue of 19 Taiw...

2025-05-15

[News] U.S. Reportedly to Greenlight Millions of NVIDIA’s Most Cutting-Edge AI Chips for UAE from 2025-27

Shortly after Trump has dethroned Biden’s proposed AI Diffusion rules, the UAE has reportedly emerged as the first to strike a breakthrough deal with Washington. According to Reuters, the U.S. will allow the country to import 500,000 of NVIDIA’s most advanced AI chips annually starting in 2025, ...

2025-05-15

[News] Samsung Reportedly Outsourcing Low-End Photomasks, Focusing Resources on ArF and EUV

According to The Elec, Samsung plans to outsource the production of photomasks used in memory chip manufacturing. Until now, the company has produced all photomasks in-house to prevent technology leakage. The Elec states that Samsung is reportedly evaluating potential suppliers for lower-end photom...

2025-05-14

[News] China’s SiCarrier Reportedly Seeks $2.8B in Major Fundraising Push After SEMICON Splash

After stunning the semiconductor equipment market with around 30 chipmaking tools at SEMICON China, SiCarrier, regarded to be tied with Huawei, now seeks $2.8 billion in its first fundraising round, according to Reuters. The deal, drawing strong interests from state firms, funds, and local invest...

2025-05-14

[News] Intel 18A Faces Setback as Customers Withdraw After Trial Production

Intel previously announced that its advanced 18A process had entered risk production, with some customers planning to use the new node for test chip production. However, according to a report from Reuters, Intel CFO David Zinsner revealed that some of those customers later withdrew after trial produ...

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