Subject


Semiconductors


2025-02-17

[News] SK hynix at Full Throttle for HBM Expansion with Engineers Reportedly Set for M15X Fab in March

With HBM demand soaring, SK hynix is reportedly ramping up capacity expansion, as it accelerates progress at its M15X fab in Cheongju. According to NewDaily, the company will begin deploying engineers to prepare for operations at the site as soon as next month. SK hynix plans to finish building i...

2025-02-14

[News] Arm Might Unveil First Chip as early as This Summer 2025, Reportedly Manufactured by TSMC

According to a report from Financial Times, Arm Holdings is preparing to launch its own chip in 2025, with Meta Platforms being one of its initial customers. Sources indicate that Arm could unveil its first chip as early as this summer, as noted in the report. The Financial Times report states ...

2025-02-14

[News] U.S. Whitelist Shake-up Spurs China’s Order Shift, Boosts Taiwan’s OSATs & IC Firms Like ASE

As the chip war heats up, the U.S. BIS unveiled an updated semiconductor whitelist on February 4, per its website. Commercial Times reports that the list, split into IC design (IW) and packaging & foundry (PW) categories, is likely to spark a shift in chip orders from China—a boost for Taiwan...

2025-02-14

[News] Surging Demand from China’s Trade-In Policy Reportedly Revitalizes South Korean Foundries

According to Commercial Times, citing Business Korea, the Chinese government has introduced a "trade-in" policy to stimulate domestic consumption, offering subsidies to consumers purchasing electronic products. The report points out that since the beginning of 2025, sales of electronic devices in Ch...

2025-02-14

[News] WD Sets Flash Business Split Date, Unveils High-Bandwidth Flash as NAND’s Next Leap

Memory giant Western Digital has confirmed the date for the planned separation of its flash business, set to complete on February 21, 2025, according to its press release. Western Digital currently oversees two main divisions, the hard disk drives (HDD) and flash. A previous report from Blocks an...

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