Subject


Semiconductors


2025-11-18

[News] Intel Advanced Packaging Reportedly Gains Traction, with Apple and Qualcomm Seeking EMIB Expertise

While TSMC has long dominated the advanced packaging landscape, Team Blue's technology is reportedly gaining traction. According to Wccftech, Intel’s EMIB and Foveros technologies are seeing growing interest, with Apple and Qualcomm posting job openings seeking talent experienced in its EMIB packa...

2025-11-18

[News] Memory Crunch Hits China: Xiaomi, Huawei Reportedly Tap Domestic Suppliers

Amid a reported DRAM shortage and price hikes for DDR4 and DDR5, China’s smartphone market is feeling the squeeze. According to 36Kr, one major domestic brand recently had 30–40% of its requested memory volumes slashed after submitting its demand forecast. So how is this playing out across China...

2025-11-17

[News] SK hynix Reportedly Raises Yongin Investments to KRW 600T; Samsung Also Boosts Spending

South Korean giants Samsung and SK hynix are ramping up investments amid surging AI demand. According to ZDNet, Samsung plans to invest 450 trillion won in Korea over the next five years, including significant R&D spending. SK Group, as noted by Yonhap News, had initially planned to invest 128 t...

2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

2025-11-17

[News] TSMC Arizona Hit by Q3 Profit Drop; Recovery May Hinge on 2nd Fab 3nm Mass Production in 2027

As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

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