Subject


Semiconductors


2025-08-25

[News] TSMC Reportedly Eliminates Chinese Equipment Use in 2nm Production as U.S. Rules Loom

According to Nikkei, citing sources, TSMC is removing Chinese chipmaking equipment from its leading-edge 2nm fabs to guard against potential U.S. restrictions that could disrupt production. As the report notes, sources said the decision was influenced by the prospect of a U.S. regulation that would ...

2025-08-25

[News] SK hynix Unveils World’s First 321-Layer QLC NAND, Targets 1H26 Commercial Launch

SK hynix announced that it has developed a 321-layer 2Tb QLC NAND flash and has already begun mass production. According to the company’s press release, this is the world’s first QLC device to exceed 300 layers, setting a new milestone in NAND density. The product is scheduled for release in the...

2025-08-25

[News] U.S. to Acquire 10% Intel Stake, Yet Foundry Future Rests on Customer Demand

According to Reuters, President Donald Trump announced on Friday that the U.S. will acquire a 10% stake in Intel through a deal that converts government grants into equity. Under the terms of the agreement, the U.S. government will invest $8.9 billion in Intel common stock, as indicated by a press r...

2025-08-22

[News] China’s New Rare Earth Rules Require Monthly Product Flow Reporting

While China gradually relaxes rare earth export restrictions following its late-June agreement—signaling a commitment to approve U.S. export applications—the country today (August 22) announced the “Interim Measures for the Total Volume Regulation and Management of Rare Earth Mining and Rare E...

2025-08-22

[News] NVIDIA Reportedly Asks Samsung, Amkor, and Foxconn to Pause H20 Production Amid China Talks

Caught between the newly lifted U.S. export restrictions and China’s pressure on domestic firms not to use the H20, NVIDIA has reportedly asked key suppliers to pause production of the China-focused AI chip, according to Reuters, citing The Information. As per the reports, the U.S. chipmaker to...

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