Subject


Semiconductors


2025-03-18

[News] Intel’s Revival Strategy: CEO Lip-Bu Tan’s Plan for Management Cuts, Foundry Growth, and AI Expansion

According to a report from Economic Daily News, citing Reuters, Intel's incoming CEO, Lip-Bu Tan, is reassessing the company's chip manufacturing and AI strategies. As he prepares to take on the role on Tuesday, his priorities include streamlining management and revitalizing the foundry business. ...

2025-03-18

[News] Google Reportedly Teams Up with MediaTek for 7th-Gen TPU as TSMC Takes on Production

As tech giants race to develop their own AI chips, Google is advancing its Tensor Processing Unit (TPU) to the next generation. Reuters, citing The Information, reports that Google plans to partner with Taiwan’s MediaTek on its 7th-generation TPU, set for production in 2026. The chip is expecte...

2025-03-18

[News] Samsung Reportedly Scores High in Review, with NVIDIA’s HBM3E Qualification Likely by Early June

While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...

2025-03-18

[News] Vietnam’s First Wafer Fab Set to Begin Construction

According to recent reports from foreign media, the Vietnamese government has officially approved a wafer fab construction project with a total investment of VND 12.8 trillion (approximately $500 million). This will be Vietnam’s first wafer fab, marking a key breakthrough in the country's semicond...

2025-03-18

[News] South Korea’s Chip Exports to China Plunge in February Amid Stricter U.S. Restrictions

According to a report from Bloomberg, South Korea’s semiconductor exports to China experienced a significant drop in February, deepening concerns over a global demand slowdown, which was already under pressure from U.S. tariffs. As noted by the report, South Korea’s semiconductor exports to C...

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