Subject


Semiconductors


2025-03-12

[News] China’s AI Compute Dilemma: Why Advanced GPUs Are Sitting Unused in Idle Data Centers?

According to a report from TechNews, citing Forbes, while Chinese AI startup DeepSeek claims its computing resources are limited, numerous idle data centers across China are filled with advanced GPUs, waiting to be used—highlighting the challenges in China’s AI development. As noted in the re...

2025-03-12

[News] Samsung-Baidu 2nm Chip Deal Reportedly Stalls Amid U.S.-China Tensions

As Samsung pushes to expand its advanced-node customer base, its 2nm collaboration with China’s Baidu may be put on hold, according to Sedaily. The report, citing an industry source, reveals that Baidu previously aimed to produce AI chips with Samsung’s 2nm process, but talks stalled after Tr...

2025-03-11

[News] CHIPS Act Repeal Could Slash U.S. Semiconductor Market Share to Single Digits

Recently, concerns have arisen that U.S. President Donald Trump might repeal the CHIPS and Science Act. According to a report from Liberty Times, citing Bloomberg, if the Trump administration revokes the CHIPS Act, the U.S. semiconductor market share could drop to single digits. As noted in the B...

2025-03-11

[News] Samsung Electronics Begins First-Half Hiring, But Not for System Semiconductor Division

Recently, The Korea Economic Daily reported that Samsung Electronics has been closely reviewing its chip design and foundry businesses and is considering a potential restructuring due to ongoing struggles. This concern is also reflected in its hiring strategy. As noted by Korean media outlet NewsPim...

2025-03-11

[News] Rapidus’ Costly Bet on Cutting-Edge Nodes Raises Concerns, as Japanese Expert Calls for a Plan B

Japan’s Rapidus is making waves with its 2nm chip push, positioning itself against foundry giants like TSMC, Intel, and Samsung. But questions loom over its hefty investments and the absence of major client orders. A recent Asahi Shimbun report argues that Rapidus’ focus on extreme semiconductor...

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