Subject


Semiconductors


2025-04-10

[News] Samsung Reportedly Begins 1nm Process Development, Targets 2029 Mass Production

Despite recent market rumors that Samsung might cancel its 1.4nm node to cut foundry business losses, a report from Wccftech, citing SEDaily, states that the company has begun development of its 1-nanometer (1nm) process. According to sources cited in the report, Samsung has formed a dedicated team ...

2025-04-10

[News] Trump’s Planned H20 Chip Curbs Reportedly Put on Hold after NVIDIA Pledges New AI Investments

Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...

2025-04-10

[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More

With TSMC's earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump's tariff threats and its own take on upcoming challenges. Here's a quick preview of what to watch for at the event. Industry Vibes: Intel JV a...

2025-04-09

[News] HBM3E Showdown: Samsung Reportedly Aims 8H Mass Supply in April; Micron 12H Wins on Heat Management

Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

2025-04-09

[News] NVIDIA Poised to Bypass U.S. Tariffs with 60% of AI Servers Reportedly Shipped from Mexico

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

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