Subject


Semiconductors


2025-03-26

[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

As memory giants brace for price hikes, Micron, following SanDisk's lead, has informed its customers about the upcoming increases, as indicated by industry sources.     Micron’s HBM Sold Out for 2025, Demand Soars into 2026 As noted in Micron’s message to clients on Mar...

2025-03-26

[News] TSMC Reportedly Speeds Up AP7 and AP8 Build-Outs, Targets Doubling SoIC Capacity

Despite concerns that TSMC’s growing investments in the U.S. might affect its operations in Taiwan, a report from MoneyDJ, citing industry sources, suggests otherwise. Instead of slowing down, TSMC is accelerating the expansion of its advanced packaging capacity within Taiwan. The report highlight...

2025-03-26

[News] Qualcomm Reportedly Skips Samsung, Taps TSMC’s 4nm for Snapdragon 8s Gen 4

According to Liberty Times, citing Sammobile, Qualcomm is reported to launch a new premium 4nm chipset that will be positioned below its flagship Snapdragon 8 Elite in the lineup, tentatively named the Snapdragon 8s Gen 4. As noted by the report, the chip reportedly will be manufactured using TSMC...

2025-03-26

[News] Power Semiconductor Giants amid Struggles: 8,800+ Layoffs as Market Slows and China Emerges

Once a rising star alongside AI chips, power semiconductors are now feeling the heat from a sluggish EV market. According to ijiwei, citing Nikkei, major players are slashing jobs and pushing back investments, with layoffs topping 8,800. Power semiconductors, vital for EV range and home appliance...

2025-03-26

[News] Micron Unveils LPDDR5 SOCAMM for NVIDIA GB300, Reportedly Ahead of Rivals

Amid the intensifying HBM race, Micron has secured a spot with its HBM3E 12H designed into NVIDIA’s GB300. Notably, according to its press release, the U.S. memory giant is also the only company shipping both HBM3E and SOCAMM memory for AI servers, reinforcing its leadership in low-power DDR for d...

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