Subject


Semiconductors


2025-10-02

[News] Intel Rumored to Explore Foundry Deal with Archrival AMD Amid Big Tech Backing

After securing fresh backing from U.S. government and tech giants like NVIDIA and SoftBank, Intel is now eager to stabilize its foundry business by locking in external customers. According to Semafor, the company is in preliminary talks with AMD—once its fiercest rival in the PC and server chip wa...

2025-10-02

[News] Intel Rumored to Purchase more ASML High-NA EUV Equipment

As per TechNews, citing Wccftech, Intel will raise its order of High-NA EUV (High Numerical Aperture Extreme Ultraviolet) lithography machines from ASML in the Netherlands from one unit to two recently, underscoring the company’s strong commitment to its 14A process node. As semiconductor proce...

2025-10-01

[News] Rapidus Reportedly Flags U.S. Firms as Potential Customers, IBM and Tenstorrent Lead the Pack

While Japan’s Rapidus reached a major milestone in July, announcing that prototyping for its 2nm gate-all-around (GAA) chips has begun at the IIM-1 foundry in Chitose, Hokkaido, CEO Atsuyoshi Koike, according to Hokkaido Shimbun, identifies U.S. firms IBM and chip-design startup Tenstorrent as the...

2025-10-01

[Insights] Memory Spot Price Update: DRAM Mainstream Quotes Rise by 5.4% Amid Seller Reluctance

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot quotes are steadily rising for mainstream chips such as DDR5 16Gb, DDR4 8Gb, DDR3, and eTT products, reflecting continued market confidence in future price hikes. Meanwhile, in NAND, optimism is making some spot tr...

2025-10-01

[News] OpenAI CEO Reportedly Meets Foxconn, TSMC, Heads to Korea to Explore Samsung, SK hynix Ties

According to Economic Daily News, sources say OpenAI CEO Sam Altman visited Taiwan on the 30th, reportedly discussing cooperation details of the U.S. AI project “Stargate” with Foxconn, the project’s largest AI server supplier. He reportedly also met with TSMC to discuss key issues such as waf...

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