Subject


Semiconductors


2025-01-23

[News] TikTok Parent ByteDance to Invest USD 12 Billion in AI Chips by 2025, With Expenditure in China Doubling

According to a report from TechNews, citing Financial Times, TikTok’s parent company ByteDance is making substantial investments in AI infrastructure, with plans to spend over USD 12 billion on AI chips by 2025. At the same time, ByteDance is under pressure from the U.S. government to sell its ...

2025-01-22

[Insights] Memory Spot Price Update: Production Cuts Fail to Boost Market as Sellers Struggle with Weak Demand

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market has shown a marginal demand increase this week, but transaction prices remain relatively low as buyers are testing the water with low-price inquiries. As for NAND flash, announcements on production cuts ...

2025-01-22

[News] Foxconn and Taiwanese Manufacturers Boost U.S. Expansion Amid Potential Trump Tariff Hikes

"Trump 2.0" has officially commenced. According to a report from Commercial Times, although no tariff-related policies have been enacted immediately, it is anticipated that the U.S. will soon impose tariffs on foreign trade. As a result, major Taiwanese manufacturers are expediting their efforts to ...

2025-01-22

[News] Samsung Faces Struggles Ahead as Foundry Investment Reportedly Slashed by Half for 2025

Another bad news for Samsung ahead of its earnings call next week. While it is trailing behind SK hynix and Micron on HBM development, the company’s foundry business may still be struggling in the year ahead. According to South Korean media outlet Sedaily, Samsung's foundry division has planned to...

2025-01-22

[News] China’s Probe into U.S. Chip Subsidies May Target Texas Instruments

While China plans to initiate anti-dumping and anti-subsidy investigations into U.S. tech companies as a countermeasure to U.S.’s tightening chip controls, Texas Instruments may be among the first firms to be targeted, according to EE Times China and ijiwei. Industry insiders cited by the repor...

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