Subject


Semiconductors


2026-01-08

[News] NVIDIA Reportedly Tightens H200 Payment Terms Despite Possible Q1 Approval from China

NVIDIA is facing mounting uncertainty in China, with the administration reportedly asking local firms to suspend orders for its H200 AI chips. According to Central News Agency, citing The Information, sources say Beijing authorities this week instructed some Chinese technology companies to halt pur...

2026-01-08

[News] China Memory Buyers Reportedly Fade as a Box of DDR5 Is Said to Cost as Much as a Shanghai Home

Memory prices continue to rise, as sharply higher quotes are reportedly dampening buyer interest in China. According to South China Morning Post, China’s spot market for memory chips is surging amid tight global supply, yet the rally presents a clear dilemma: prices are rising even as buyers are ...

2026-01-08

[News] TSMC Reportedly Suspends New 3nm Kick-offs, Steers Customers to 2nm to Optimize Costs

TSMC recently announced the successful mass production of its 2nm process, while industry rumors suggest the company has put new 3nm projects on hold. According to Commercial Times, sources indicate that TSMC has not only raised prices for its 3nm process this year, but has also temporarily suspend...

2026-01-08

[News] Micron to Break Ground on U.S.’s Largest Chip Plant in New York on Jan. 16 After Years of Delays

After facing delays with its U.S. expansion, Micron is taking a major step forward, announcing the groundbreaking date for its massive chipmaking complex in Clay, New York. The ceremony is scheduled for January 16, according to the company and syracuse.com. Micron says that with up to four fabs, ...

2026-01-08

[News] Samsung’s Q4 Profit Soars 208% to Record 20 Trillion Won on Memory Rally and Foundry Turnaround

Amid a sharp rise in memory prices fueled by AI-driven demand, Samsung Electronics made history by becoming the first South Korean company to post quarterly operating profit of 20 trillion won ($13.82 billion), while sales also climbed to a record 93 trillion won, Chosun Biz reports. The company ...

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