Subject


Semiconductors


2024-07-01

[News] Micron Targets 2026-2029 for its U.S. Fabs to Commence Operation

After Micron’s announcement of constructing two new fabs in the U.S. in 2022, the memory giant has now provided more details regarding their production timeline. According to the information the company disclosed in its Q3 FY24 financial report and its conference call, the fabs in Idaho and New Yo...

2024-06-28

[News] TSMC Reportedly Invests over USD 12.3 Billion in EUV, Advancing in 2nm Production

TSMC's advanced 2-nanometer process capacity is set to begin mass production in 2025, with equipment manufacturers actively delivering machines. According to a report from Commercial Times, the EUV (Extreme Ultraviolet Lithography) machines, crucial for advanced processes, will see over 60 units del...

2024-06-28

[News] Samsung Rumored to Adopt MediaTek’s Dimensity 9400 in Galaxy S25

According to a report from South Korean media outlet The Financial News, MediaTek, Taiwan's largest smartphone IC designer, has the opportunity to enter Samsung's Galaxy S25 supply chain as one of the main chip suppliers for the next generation flagship smartphone. Samsung's S series smartphones hav...

2024-06-28

[News] Japanese Equipment Giant TEL Emerges as Major Winner as EUV Orders Surge

According to a report from the Commercial Times, Tokyo Electron (TEL), a leading global semiconductor equipment manufacturer, is the only company in the world that possesses equipment for four consecutive processes: deposition, coating/developing, etching, and cleaning, which are crucial steps befo...

2024-06-28

[News] Huawei Faces Production Challenges with 20% Yield Rate for AI Chip

Previously, Huawei claimed its second-generation AI chip "Ascend 910B" could compete with NVIDIA's A100 and was working to replace NVIDIA, which holds over 90% of the market share in China. However, Huawei is now facing significant obstacles in expanding its production capacity. According to a repor...

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