Subject


Semiconductors


2025-05-13

[News] Hanmi Semiconductor Rumored to Halt TC Bonder Exports to China, Threatening Its HBM and AI Push

As China races to localize AI chips and memory, rumors are mounting that Washington may tighten controls on its HBM production. According to Chinese media outlet EE Times China, Hanmi Semiconductor has informed Chinese clients it will halt shipments of TC bonders, crucial tools for stacking HBM chip...

2025-05-13

[News] Samsung Reportedly Nears Securing Major 2nm Orders from NVIDIA, Qualcomm as Yields Improve

With 2nm becoming the next battleground for chipmakers, Samsung is racing—like Intel—to close the gap with TSMC by landing major external orders. Now, it may be just one step away: according to Chosun Biz, Samsung Foundry has entered the final phase of 2nm performance testing with NVIDIA GPUs an...

2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

2025-05-12

[News] Chip Tariffs Could Hit by Late June: What’s the Impact on Fab Construction Costs and TSMC?

The U.S. Department of Commerce’s public comment period on proposed semiconductor tariffs closed on May 7. Notably, according to Commercial Times, major players like SK hynix and HP have weighed in. With a summary report expected this week, the industry is now bracing for tariffs that could kic...

2025-05-12

[News] Malaysia’s April NVIDIA GPU Imports Hit Record USD 2.74B, Fueling China Rerouting Fears

According to TechNews, citing a post on X by @kakashiii111, official data from the Taiwanese government shows that Malaysia’s GPU imports exceeded USD 2.74 billion in April 2025, setting a new all-time high. As the report notes, the surge has raised questions about whether Malaysia is emerging as ...

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