Subject


Semiconductors


2025-02-20

[News] NVIDIA Reportedly Updates Policy, Requires Full Testing of HBM Stacks Before Shipping to Foundries

U.S. chip giant NVIDIA has reportedly updated its policy with memory suppliers, now requiring HBM stacks to be fully tested before being shipped to foundries for packaging, according to South Korean media outlet TheElec. The report indicates that HBM stacks from memory makers were previously sent...

2025-02-20

[News] SK hynix CEO Dismisses DeepSeek Concerns, Predicts NAND Market Recovery by Late 2025

Despite concerns that China’s low-cost AI model DeepSeek could disrupt the tech industry, SK hynix dismisses such fears. President and CEO Kwak Noh-jung sees it as a long-term driver of semiconductor demand and new opportunities, according to etnews and ZDNet. Kwak noted that though in the shor...

2025-02-20

[News] Tech Firms Shift Operations, Adopting ‘Anything But China’ (ABC) Strategy Amid U.S.-China Strains

According to a report from Central News Agency, citing Wall Street Journal, following the earlier “China+1” strategy, which aimed to diversify manufacturing bases outside of China to mitigate risks, an increasing number of Western tech companies are now prioritizing an "Anything But China" (ABC)...

2025-02-19

[Insights] Memory Spot Price Update: NAND Demand Rebounds as Samsung Halts Small-Capacity MLC Production

According to TrendForce's latest memory spot price trend report, regarding DRAM, the upward momentum is concentrated on DDR5, while prices of DDR4 remains weak due to oversupply. As for NAND flash, demand rebounds post-Lunar New Year, with small-capacity MLC products seeing the largest demand as a r...

2025-02-19

[News] Intel Principal Engineer Calls TSMC Deal Mistake, Argues 18A More Advanced with Early Adopters Secured

As Trump pushes tariffs to boost U.S. chipmaking, rumors of a TSMC-Intel deal intensify. Intel’s Principal Engineering Program Manager, Joseph Bonetti, called the move a "horrible, demoralizing mistake" in a now-deleted LinkedIn post, arguing that Intel 18A will be more advanced, as per Tom’s Ha...

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