Subject


Semiconductors


2025-03-27

[News] Decoding SiCarrier: China’s Chip Tool Firm Set to Challenge Applied Materials and ASML

Amid the high-tech showcases in SEMICON China this week, an unexpected company steals the show. SiCarrier, a Chinese semiconductor equipment firm that usually flies under the radar, steps into the spotlight this time with five core products aimed directly at industry giants like Applied Materials an...

2025-03-27

[News] NVIDIA’s H20 Sales in China Threatened by Beijing’s New Green Rules, Revenue at Risk

A report from Commercial Times, citing Financial Times, notes that China’s National Development and Reform Commission (NDRC) has introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enfor...

2025-03-27

[News] U.S. AI Chip Controls Are Coming— A Breakdown of the Tiered Restrictions

The U.S. government’s new tiered AI chip export restrictions—known as the AI Diffusion Rule—are set to officially take effect on May 15. According to Liberty Times, the regulation is expected to significantly impact major U.S. tech companies’ plans to invest in overseas data centers. As h...

2025-03-26

[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

As memory giants brace for price hikes, Micron, following SanDisk's lead, has informed its customers about the upcoming increases, as indicated by industry sources.     Micron’s HBM Sold Out for 2025, Demand Soars into 2026 As noted in Micron’s message to clients on Mar...

2025-03-26

[News] TSMC Reportedly Speeds Up AP7 and AP8 Build-Outs, Targets Doubling SoIC Capacity

Despite concerns that TSMC’s growing investments in the U.S. might affect its operations in Taiwan, a report from MoneyDJ, citing industry sources, suggests otherwise. Instead of slowing down, TSMC is accelerating the expansion of its advanced packaging capacity within Taiwan. The report highlight...

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