Subject


Semiconductors


2025-03-06

[News] SK hynix Reportedly Exits CIS to Focus on AI amid Weak Demand and Fierce China Competition

Amid the AI-driven HBM boom, SK hynix is exiting its non-core CMOS image sensor (CIS) business, according to ZDNet and Edaily. The ZDNet report suggests that SK hynix used to supply CMOS sensors for Samsung’s Galaxy Z3 and Chinese smartphones, but struggled to expand due to weak market demand a...

2025-03-06

[News] Intel Reportedly Doubles Down on Panther Lake as Key Product for Commercial Customers in 2026

Despite concerns over potential delays, Intel stated that Panther Lake will begin production in the second half of 2025. Notably, the company claims the processor will be a key product for commercial customers in 2026, as per a report from Nikkei. The declaration was made by David Feng, Intel's V...

2025-03-06

[News] Trump Pushes to Scrap CHIPS Act, Jeopardizing TSMC Subsidies and Intel’s Ohio Plans

Shortly after TSMC announced an additional $100 billion investment on American soil, President Donald Trump urged lawmakers to repeal the CHIPS and Science Act, which casts a cloud over TSMC’s pending subsidies, according to Commercial Times and the Economic Daily News. Meanwhile, concerns have...

2025-03-06

[News] Micron Strengthens Board with Former TSMC Chairman Mark Liu, Hinting at Deeper HBM Collaboration

On March 5, Micron Technology announced the appointment of former TSMC Chairman Mark Liu to its Board of Directors. TrendForce suggests that Micron's addition of Mark Liu to its board of directors indicates a deeper collaboration between Micron and TSMC—particularly in custom HBM logic die desi...

2025-03-06

[Insights] Trump’s Chip Tariffs Shake Up the Game: Dive Into TSMC’s Huge U.S. Investment Plans

On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...

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