Subject


Semiconductors


2025-05-05

[News] Chip Tariff Window Closes Wednesday Amid Quiet Pushback, Sparking Steep Rate Fears

As the public comment window for the U.S. Section 232 semiconductor probe closes this Wednesday (May 7), the chip industry is holding its breath over whether tariffs are coming—and how steep they’ll be. However, as responses have been usually quiet, concerns have been sparked on the lack of push...

2025-05-05

[News] SK hynix Jumps on the Price Hike Train, Rumored to Raise Consumer DRAM Chip Prices by 12%

With Micron, SanDisk, and Samsung already raising prices, SK hynix is now the latest memory giant to jump on the bandwagon. According to China’s Wallstreetcn, citing supply chain sources, SK hynix has increased its consumer DRAM chip/die prices by 12%. According to No Cut News, SK hynix said at...

2025-05-05

[News] NVIDIA Reportedly Developing New Chip for China After H20 Restrictions, with Samples Expected by June

NVIDIA CEO Jensen Huang visited China in mid-April, just days after the U.S. government imposed new restrictions on the company’s H20 AI chips—models specifically developed for the Chinese market. According to Reuters, citing The Information, NVIDIA has reportedly notified key Chinese customers...

2025-05-05

[News] Huawei Reportedly Builds 7nm AI Chip Line in First Shot at Making Its Own High-End Chips

As the U.S. tightens export controls on NVIDIA’s H20 chips, Huawei is stepping up with a broader ambition in semiconductors. According to the Financial Times, the company is swiftly building an advanced chip production line in Shenzhen to manufacture 7nm smartphone and Ascend AI processors, implyi...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

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