Subject


Semiconductors


2025-04-10

[News] Intel Acts on 25% U.S. Tariff on Aluminum and Steel: New Compliance Policies for Suppliers

Though Trump has announced a 90-day pause for nations hit by the latest round of U.S. tariffs, tech giants have already been making moves in terms of the potential impact. According to Tom’s Hardware, Intel is rolling out new compliance policies for its suppliers, following the U.S. decision to im...

2025-04-10

[News] Samsung Reportedly Begins 1nm Process Development, Targets 2029 Mass Production

Despite recent market rumors that Samsung might cancel its 1.4nm node to cut foundry business losses, a report from Wccftech, citing SEDaily, states that the company has begun development of its 1-nanometer (1nm) process. According to sources cited in the report, Samsung has formed a dedicated team ...

2025-04-10

[News] Trump’s Planned H20 Chip Curbs Reportedly Put on Hold after NVIDIA Pledges New AI Investments

Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...

2025-04-10

[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More

With TSMC's earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump's tariff threats and its own take on upcoming challenges. Here's a quick preview of what to watch for at the event. Industry Vibes: Intel JV a...

2025-04-09

[News] HBM3E Showdown: Samsung Reportedly Aims 8H Mass Supply in April; Micron 12H Wins on Heat Management

Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

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