With semiconductor giants gearing up for 2nm-class mass production, SEMI, announced in its press release that worldwide spending on 300mm wafer fab equipment is set to exceed $100 billion for the first time in 2025, rising 7% to $107 billion. Meanwhile, investment in 300mm wafer fab equipment is pro...

Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resu...

With Samsung set to report its third-quarter earnings on October 14, industry sources expect the company is poised to post its strongest Q3 profit since 2022, potentially crossing the 10 trillion won ($7.11 billion) mark, according to Reuters and Business Korea. Reuters attributes Samsung’s str...

Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...

According to ijiwei, Japan is China’s largest source of semiconductor equipment imports amid chip export curbs. Citing data from the General Administration of Customs, the report notes that in 2024, China imported a total of USD 47.066 billion in semiconductor equipment, with USD 14.3 billion comi...