Subject


Semiconductors


2025-09-18

[News] South Korea Launches First 8-Inch SiC Plant in Busan, Annual Output Projected at 30K Wafers

With silicon carbide (SiC) offering superior heat resistance, voltage tolerance, and power efficiency over traditional silicon, global leaders like Infineon and Wolfspeed are racing ahead. Now, South Korea is stepping up too—Maeil Business Newspaper reports that Busan has opened the nation’s fir...

2025-09-18

[News] Samsung Reportedly Outsources Photomasks for the First Time, Eyes New Masks Tech for EUV

According to The Elec, citing industry sources, Samsung is outsourcing the production of photomasks — vital components in chipmaking — for the first time. As the report indicates, Samsung is said to be outsourcing lower-end photomasks for memory chips, signaling a strategy to channel resources ...

2025-09-17

[Insights] Memory Spot Price Update: DDR4 Spot Prices Surge Amid Tight Supply, Buyers Struggle to Keep Pace

According to TrendForce's latest memory spot price trend report, regarding DRAM, although DDR4 supply remains tight, the price surge has made it difficult for buyers to keep up, leading to limited trading volumes despite the price hikes. In NAND, the spot market is seen with price increases, recover...

2025-09-17

[News] Alibaba T-Head PPU Lands China Unicom Deal, Reportedly Matches NVIDIA H20 Performance

According to EE Times China, during a report on China Unicom’s Sanjiangyuan data center, China’s CCTV News unexpectedly revealed a table titled “Comparison of Key Parameters Between Domestic and NV Cards.” The table highlighted how homegrown AI chips deployed at the data center — including...

2025-09-17

[News] SMIC Said to Test Chinese-Made DUV Lithography Tool from SiCarrier Affiliate Amid AI Chip Push

As China pushes through semiconductor independence by ramping up domestic AI chips to counter NVIDIA, the country is reportedly taking another major step toward self-reliance as SMIC is said to be testing a deep-ultraviolet (DUV) lithography machine developed by local start-up Yuliangsheng, as revea...

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