Subject


Semiconductors


2025-10-09

[News] What to Expect from Intel Panther Lake, Featuring 18A and Reportedly TSMC N3E/N6 Processes

As the launch date of Intel’s “Panther Lake” approaches, more details about the chip are emerging from industry sources. According to TechNews, citing Reuters, the company recently held a closed-door briefing in Arizona to showcase its 18A process technology and new architecture design. As ...

2025-10-08

[News] Samsung Reportedly to Supply HBM4 for AMD MI450 in OpenAI Deal, Taking On NVIDIA–SK hynix

In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

2025-10-08

[News] TSMC 2nm Reportedly Up 10–20%, Far Below Rumored 50%; 3–7nm to Rise Single-Digit in 2026

Ahead of TSMC’s earnings call on October 16, the market has been buzzing over the 2nm wafer pricing as the node nears mass production by year-end. Despite rumors of a 50% surge, Investor.com reports that prices are actually just 10–20% higher than 3nm, well below the hype. In terms of other a...

2025-10-08

[News] U.S. Lawmakers Say China Bought Nearly $40B in Chipmaking Gear Despite Export Curbs

According to Reuters, citing a bipartisan investigation by U.S. lawmakers, loopholes in efforts by Washington and its allies to curb China’s chipmaking capabilities have allowed Beijing to purchase nearly $40 billion worth of advanced semiconductor equipment. Reuters, citing an investigation by...

2025-10-08

[News] Korea, U.S. DRAM Giants Reportedly Halt Pricing for a Week, Memory Module Makers Follow

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

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