Subject


Semiconductors


2025-12-01

[News] Gold and CCL Price Surge Squeezes Substrate Makers as AI Fuels Demand for High-Value PCBs

Raw material prices are climbing, and the semiconductor substrate industry is feeling the strain as the cost of critical inputs continues to rise. According to ZDNet, South Korea’s substrate makers are facing mounting pressure from sharp increases in raw material prices. Citing industry sources, t...

2025-12-01

[News] Onsemi to Receive €450M Government Grant for Advanced SiC Power Device Fab in Czech Republic

On November 21, the European Commission officially approved a state aid measure for the Czech Republic, authorizing a direct grant of approximately Euro 450 million to onsemi, specifically supporting the company’s next-generation silicon carbide (SiC) power device integrated manufacturing facility...

2025-11-28

[News] Nittobo Expands Glass-Fiber Output with Nan Ya; Nan Ya to Handle 20% by 2027 Amid AI Surge

With AI demand surging, electronic materials suppliers are aggressively expanding to capture the market. Nan Ya Plastics announced today that it has formed a strategic partnership with Japan’s specialty glass-fiber giant Nittobo to jointly expand supply capacity and meet rapidly growing market dem...

2025-11-28

[News] NVIDIA Might Stop Bundling VRAM with GPUs amid Memory Crunch, Squeezing Smaller Board Partners

While memory crunch intensified, the wave is not only blowing to consumer products like smartphones and PCs, but even the biggest tech giant is feeling the pinch. Tom’s Hardware, citing leaker Golden Pig Upgrade, reports that NVIDIA has stopped bundling VRAM with the GPUs it sells to AIBs, leaving...

2025-11-28

[News] Korean Researcher Says HBM9 Could Arrive in 2040, With Performance Said to Reach 60× HBM4

HBM4 isn’t even in mass production yet, but the industry is already sketching out HBM9. According to The Elec, Yang Jun-mo, a principal researcher at the Korea Nanofab Center (NNFC), predicts that HBM9—expected to debut around 2040—will deliver performance more than 60 times higher than sixth-...

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