Subject


Semiconductors


2025-09-30

[News] Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

2025-09-30

[News] Samsung Reportedly Starts Exynos 2600 Mass Production, Yield Estimated to Reach 50%

According to South Korean outlet The Bell, Samsung has reportedly begun mass production of its next-generation application processor, the Exynos 2600, ahead of expectations—the company’s first chip built on the SF2 (first-generation 2nm) process. As the report notes, a key reason Samsung bega...

2025-09-30

[News] TSMC Reportedly Pulls Arizona Third Fab to 2027, Ahead by One Year, Eyeing 2nm and A16

As U.S. Commerce Secretary Howard Lutnick floated the idea of a “50-50 split” in chip production between the U.S. and Taiwan in a NewsNation interview, Economic Daily News suggests TSMC is moving faster in Arizona. Its third fab could enter mass production as early as 2027—beating the original...

2025-09-30

[News] Applied Materials and GlobalFoundries Achieved Strategic Collaboration

Applied Materials, Inc. has announced a strategic collaboration with GlobalFoundries (GF) to establish a state-of-the-art waveguide manufacturing facility at GF’s Singapore plant, aiming to accelerate the next wave of innovation in photonics technology. Leveraging decades of semiconductor exper...

2025-09-29

[News] Breaking the Memory Wall: HBM Basics and the Rise of HBM4 in AI

With the HBM4 era on the horizon and SK hynix and Micron preparing for production ramp-up from late 2025 through 2026, it is an ideal time to explore how HBM (High Bandwidth Memory) is built, its key advantages and technologies related, and why its manufacturing complexity drives high costs. Here’...

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