Subject


Semiconductors


2025-12-12

[News] Samsung Chairman Reportedly Meets Musk, Granting Tesla CEO Dedicated Workspace at Taylor Fab

Samsung Electronics has rapidly strengthened its partnership with Tesla after securing the automaker as a major foundry customer. According to South Korea’s JoongAng Ilbo, citing sources, Samsung Chairman Lee Jae-yong met with Tesla CEO Elon Musk while visiting Samsung’s Taylor, Texas fab during...

2025-12-12

[News] China’s Apple Supplier Lens Tech Pivots to AI, Acquires NVIDIA-Certified Server Rack Maker

One of China’s key Apple suppliers is making an unexpected push into the AI era. Consumer electronics giant Lens Technology plans to acquire 100% of PMG International, according to Commercial Times and Anue, giving it indirect control of Yuans Technology and access to server-rack and liquid-coolin...

2025-12-12

[News] Kioxia Reportedly to Make 332-Layer 10th-Gen NAND at Kitakami in 2026, Repurposing Existing Fab

Japan’s Kioxia is making a strategic push at a time when major memory makers remain cautious about expanding NAND capacity. According to Nikkei, as cited by MoneyDJ, the company plans to begin mass production of its 10th-generation NAND at its Kitakami plant in Iwate Prefecture in 2026—aiming sq...

2025-12-11

[News] TSMC Reportedly Weighs Shifting Kumamoto 2nd Plant from 6nm/7nm to 4nm Amid AI Demand

TSMC is reportedly reassessing its strategy in Japan amid surging AI demand. According to Nikkei, the company is considering shifting its second Japan fab toward producing more advanced chips than originally planned. As the report highlights, TSMC is weighing a move to 4nm production at the second p...

2025-12-11

[News] Canon Reportedly Mulls Multi-Billion-Yen Investment in Rapidus’s 2nm Push

Japan is advancing its 2nm ambitions with Rapidus, and the investment required is enormous. According to Japanese outlet Kyodo News, sources say Canon is in the final stages of negotiations to invest in Rapidus, with the amount expected to be in the several-billion-yen range. As a semiconductor equi...

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