Subject


Semiconductors


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...

2025-03-26

[News] Qualcomm Reportedly Skips Samsung, Taps TSMC’s 4nm for Snapdragon 8s Gen 4

According to Liberty Times, citing Sammobile, Qualcomm is reported to launch a new premium 4nm chipset that will be positioned below its flagship Snapdragon 8 Elite in the lineup, tentatively named the Snapdragon 8s Gen 4. As noted by the report, the chip reportedly will be manufactured using TSMC...

2025-03-26

[News] Power Semiconductor Giants amid Struggles: 8,800+ Layoffs as Market Slows and China Emerges

Once a rising star alongside AI chips, power semiconductors are now feeling the heat from a sluggish EV market. According to ijiwei, citing Nikkei, major players are slashing jobs and pushing back investments, with layoffs topping 8,800. Power semiconductors, vital for EV range and home appliance...

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