Subject


Semiconductors


2025-06-17

[News] U.S. Senate Proposes 30% Chip Tax Credit Despite Trump’s CHIPS Act Repeal Push

According to Bloomberg, the Senate’s draft tax bill proposes a temporary boost to the investment tax credit for semiconductor manufacturers—raising it from 25% to 30% of plant investments. The measure is aimed at encouraging chipmakers to ramp up spending on new facilities before the credit expi...

2025-06-17

[News] Huawei’s Quad-Chiplet 910D Reportedly Takes Shape with Advanced Packaging to Challenge NVIDIA

Backed by founder Ren Zhengfei’s belief that advanced packaging and stacking can keep China in the advanced chip race, Huawei has reportedly filed a patent for a quad-chiplet design—likely linked to its next-gen AI chip, the Ascend 910D, per Tom’s Hardware. The report suggests that it could...

2025-06-17

[News] Coherent Unveils Breakthrough Diamond-SiC Material, Targeting AI and HPC Applications

As artificial intelligence (AI) and high-performance computing (HPC) enjoy burgeoning growth, chip power consumption is highly on the rise—making heat dissipation a critical bottleneck limiting performance and reliability. On June 13, U.S.-based Coherent announced the launch of its breakthrough di...

2025-06-17

[News] SK hynix Reportedly Slows 1c DRAM Investment, Shifts Focus to 1b DRAM for HBM3E/HBM4

As AI chip giants like NVIDIA and AMD race ahead with next-gen HBM adoption, SK hynix is reportedly taking a more cautious stance on the investment in 1c DRAM (6th-gen 10nm-class), according to South Korean media outlet the bell. The move reflects the company’s strategy to double down on the more ...

2025-06-16

[News] China’s A-Share Chip M&A Boom: 73+ Applications Reportedly in 18 Months, $55B Deal Value in 2024

As the U.S. clamps down on chip exports, China is fast-tracking the consolidation of its semiconductor industry. According to Economic Daily News and Chinese media like Sina, China’s A-share chip sector has announced at least 23 M&A deals since 2025. Notably, as the reports highlight, in 2...

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